A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Mark P. Worley

Senior Vice President–Wealth Management

Focused on Investment Strategy

Asset allocation is a proven strategy.

In today's markets, however, the trend to putting clients into impersonal investment models may not be the best for your specific goals. Opportunities may occur that allow tactical adjustments to avoid certain risks or weight a portfolio toward longer term trends. What is appropriate for each client requires both skill and listening to the clients concerns.

In order to implement our tactical allocations, Mark has earned the title of Portfolio Manager under the UBS Portfolio Management Program (PMP). The PMP program distinguishes the Western Reserve Financial Group from other advisors as UBS has authorized us to act as discretionary managers (for clients that authorize this management format). This designation requires special training, industry experience and experience in the wealth management of affluent individuals.

Personal & Community

  • Old Trail School - Annual Fund Chair (2007/2008)
  • Father of two children; Grant and Grace
  • Humane Society of Greater Akron - Board of Trustees (2005/2006)
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • MD
  • ME
  • MI
  • MN
  • NC
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WV

Education

  • B.B.A. Finance, University of Oklahoma
  • M.B.A., The Pennsylvania State University
  • College for Financial Planning

Credentials

  • Senior Portfolio Manager
  • Chartered Retirement Planning Counselor
  • Accredited Asset Management Specialist
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
  • (216) 292-1212

Email Me

The circular economy: What is it?

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

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