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

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
  • MA
  • ME
  • MN
  • NH
  • NY
  • RI
  • TX
  • UT
  • VT

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Arts in Economics, Bates College

Credentials

  • Chartered Retirement Plans Specialist
8 Essex Center Drive
2nd Floor
Peabody, MA 01960
  • (617) 439-8132

Email Me

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.

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