Martin Topol is currently a Vice President and Financial Advisor with 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.
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