A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Martin Norcini, CIMA

Senior Vice President–Wealth Management

Martin's financial services career began in 1988 with Smith Barney followed by four years at Prudential Securities. After nearly sixteen years at Oppenheimer & Co., Martin joined UBS in 2013. Martin served four years in the United States Air Force prior to receiving a B.S. degree in Engineering Science from Pennsylvania State University. This prepared him well for the mathematical tools and analytics used in portfolio management.

In 2002, he completed the Certified Investment Management Analyst (CIMA) curriculum at the University of Pennsylvania Wharton School and is certified as an Accredited Investment Fiduciary (AIF) by Fi360. Both certifications mark a commitment to ethical and fiduciary excellence. He is FINRA registered and the securities licenses he holds include the Series 3, 7, 63, and 65 Licenses in addition to Life, Health, and Annuity Insurance Licenses.

Martin's motto is simple: It takes years to gain someone's trust, but only seconds to lose it.

Martin engenders trust with clients by educating them on a broad range of investment products, by being transparent on how an investment solution was determined, and encouraging them to become engaged in their own wealth management. With this mutual understanding, he ensures that clients have both realistic expectations and an understanding of the risks and rewards inherent in their investments. At the core of his wealth management philosophy is that "all roads lead to retirement". By utilizing both short and long-term financial planning strategies, Martin's goal is to provide his clients with a roadmap to a worry free lifestyle.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • TX
  • VA

Education

  • B.S. Engineering Science, Pennsylvania State University

Credentials

  • Portfolio Manager
100 SE 2nd Street
Suite 2500
Miami, FL 33131
  • (305) 536-9321

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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In invested assets globally 
As of 06/30/2022

51 countries

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