Vice President–Wealth Management
Marc joined UBS Financial Services, Inc. in February of 2014 following graduation from The University of Texas at Austin. In addition, he served as an Intelligence Analyst for the United States Air Force in active and state guard commitments for a total of 10 years. Focusing on his clients, he emphasizes a comprehensive wealth management strategy incorporating liability management, estate planning strategies, income planning, and active asset allocation. Marc believes that the objective to market participation is to be rewarded over the long term for patient, well-diversified, risk-appropriate, fundamental investing.
Texas at Austin and I have served 10 years in the United States Air Force in Intelligence. I was raised in Greenville, Texas and now reside in Plano, TX with my black short haired german pointer, Shadow.