Insight-based advice

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.

Oculus NYC

Mark Robinson

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.

Registered States:
  • CA
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA

  • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

  • B.S.B.A. Management, Appalachian State University

Credentials

  • Portfolio Manager
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

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House View Monthly

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UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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