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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Mark specializes in providing financial and wealth management advice for families, individuals, and trusts. He is also a portfolio manager within the UBS Portfolio Management Program. After graduating from Appalachian State University, Mark began his financial career with Alex Brown & Sons, Inc. in Winston-Salem in 1981. He lives in Winston-Salem, NC with his wife Debbie, and enjoys spending time with is two grandchildren.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Mark specializes in providing financial and wealth management advice for families, individuals, and trusts. He is also a portfolio manager within the UBS Portfolio Management Program. After graduating from Appalachian State University, Mark began his financial career with Alex Brown & Sons, Inc. in Winston-Salem in 1981. He lives in Winston-Salem, NC with his wife Debbie, and enjoys spending time with is two grandchildren.
Education
Credentials
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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