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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
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.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
