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
  • DC
  • FL
  • GA
  • LA
  • MD
  • MI
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA

Education

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

Credentials

  • Portfolio Manager
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103
  • (336) 726-8686

Email Me

The Year Ahead - Sustainable Investing

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights