Insight-based advice

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Mountaintop

Mark Paone

First Vice President–Wealth Management

Mark Paone is a Senior Retirement Plan Consultant at UBS Retirement Plan Consulting Services.  Mark has over 23 years of experience in the financial services industry; the last 21 years focused squarely on serving the complex needs of the employer-sponsored retirement plan marketplace.  At UBS, Mark provides advice and guidance to a select group of highly engaged employers in a joint effort to manage their fiduciary responsibilities while at the same time improving the retirement outcomes of their employees.  In addition to managing all client-facing activities and the strategic objectives of the advisory practice, Mark volunteers his time with non-profits such as the National Association of Plan Advisors in an on-going, ever challenging effort, to preserve, promote and protect the ability of all hard working American's to retire on their own terms.

Registered States:
  • CT
  • DE
  • FL
  • GA
  • MA
  • ME
  • MN
  • NC
  • NH
  • NY
  • PA
  • RI
  • SC
  • TX
  • UT
  • VT

Education

  • Bachelor of Arts in Economics, Bates College

Credentials

  • Chartered Retirement Plans Specialist
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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