Senior Vice President–Wealth Management
Financial Advisor
Mark, who entered the financial services industry in 1982, joined UBS in 1984. After three decades, he still enjoys the challenge of helping clients achieve a comfortable retirement. According to Mark, every client is different and requires a customized approach. He also knows, from personal experience, that clients must have a goal for each investment and the patience to see it through. Mark provides retirement planning and portfolio management, with a focus on cash-flow producing investments, for multigenerational families and small businesses.
Senior Vice President–Wealth Management
Financial Advisor
Mark, who entered the financial services industry in 1982, joined UBS in 1984. After three decades, he still enjoys the challenge of helping clients achieve a comfortable retirement. According to Mark, every client is different and requires a customized approach. He also knows, from personal experience, that clients must have a goal for each investment and the patience to see it through. Mark provides retirement planning and portfolio management, with a focus on cash-flow producing investments, for multigenerational families and small businesses.
Senior Vice President–Wealth Management
Financial Advisor
Geoff joined UBS Financial Services Inc. in 1994 and is a Chartered Retirement Planning Counselor®. With over 20 years experience his primary focus is providing retirement planning services to professionals and business owners. He holds his Series 7, 63, 65, 31 and insurance licenses. He is a graduate of Sam Houston State University Hunsville, TX 1986 with a BBA in finance. He started with DLJ in Houston 1986. Geoff is a volunteer youth soccer coach and member of the Trade Development Alliance of Greater Seattle. He enjoys swimming, cycling and spending time with his family.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Geoff joined UBS Financial Services Inc. in 1994 and is a Chartered Retirement Planning Counselor®. With over 20 years experience his primary focus is providing retirement planning services to professionals and business owners. He holds his Series 7, 63, 65, 31 and insurance licenses. He is a graduate of Sam Houston State University Hunsville, TX 1986 with a BBA in finance. He started with DLJ in Houston 1986. Geoff is a volunteer youth soccer coach and member of the Trade Development Alliance of Greater Seattle. He enjoys swimming, cycling and spending time with his family.
Education
Credentials
Wealth Management Associate
Wealth Management Associate
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.
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