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More than 160 years
offering financial advice
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Vice President–Wealth Management
Financial Advisor
Martin Topol is currently Financial Advisor Vice President Wealth Management at UBS Financial Services, Inc., in Ponte Vedra Beach, Florida. Mr. Topol works with clients to understand their needs and provides comprehensive financial planning, investment management, risk management, trust and estate planning, as well as banking and lending solutions to ensure clients are on track to achieve their financial goals.
Mr. Topol has been in Wealth Management for over seventeen years. Prior to UBS, he was a Wealth Advisor at Regions Bank, Private Wealth Management, in Jacksonville, FL for six years, where he provided wealth management solutions to bank client. Before that, he was a Senior Private Banker at Wells Fargo Private Bank in Charlotte, NC where he provided both lending and wealth management solutions. Prior to Wells Fargo, he was a Junior Private Banker at Deutsche Bank Private Wealth Management in New York where he specialized in managing relationships with Private Equity Funds as well as Ultra_High Net Worth individuals, families, and foundations. Before that Mr. Topol was a Loan Officer at Royal Bank of Canada Global Private Bank where he originated and structured various private bank lending solutions. Mr. Topol began his career as a Credit Analyst at Panasonic before transitioning to a similar role at Hess Corporation.
Mr. Topol earned his Bachelor of Science degree in International Business from New Jersey City University.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
Martin Topol is currently Financial Advisor Vice President Wealth Management at UBS Financial Services, Inc., in Ponte Vedra Beach, Florida. Mr. Topol works with clients to understand their needs and provides comprehensive financial planning, investment management, risk management, trust and estate planning, as well as banking and lending solutions to ensure clients are on track to achieve their financial goals.
Mr. Topol has been in Wealth Management for over seventeen years. Prior to UBS, he was a Wealth Advisor at Regions Bank, Private Wealth Management, in Jacksonville, FL for six years, where he provided wealth management solutions to bank client. Before that, he was a Senior Private Banker at Wells Fargo Private Bank in Charlotte, NC where he provided both lending and wealth management solutions. Prior to Wells Fargo, he was a Junior Private Banker at Deutsche Bank Private Wealth Management in New York where he specialized in managing relationships with Private Equity Funds as well as Ultra_High Net Worth individuals, families, and foundations. Before that Mr. Topol was a Loan Officer at Royal Bank of Canada Global Private Bank where he originated and structured various private bank lending solutions. Mr. Topol began his career as a Credit Analyst at Panasonic before transitioning to a similar role at Hess Corporation.
Mr. Topol earned his Bachelor of Science degree in International Business from New Jersey City University.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
More than 160 years
offering financial advice
$6.9 trn
UBS Group invested assets
As of 10/29/2025
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
It's a good time to consider annuities
Annuities, which can help to generate secure and reliable income for life, are becoming increasingly popular among retirees.
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.
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.
