A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Co-workers in a lobby

Mark Namvary, CFP

First Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV
  • WY

Education

  • B.S. Economics, University of Delaware

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Management Program Financial Advisor
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Cash management
Your goals are the starting point
Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
500 East Pratt Street
11th Floor
Baltimore, MD 21202
  • (410) 576-3292

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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