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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
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
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.
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
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
