A legacy for generations

Family photos on shelf

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • image

    Mark Morgan

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • MI
    • NC
    • NV
    • OK
    • OR
    • TN
    • TX
    • VA
    • VT
    • WA

    Mark has had a long standing career in the financial services industry spanning over 30 years. He became a Financial Advisor in 1991 following a career as a Certified Public Accountant (CPA) with KPMG. His extensive tax and financial background have provided his clients with an invaluable resource. Mark is one of a select group of UBS Advisors recognized as a Wealth Advisor and has completed advanced training through the Certified Private Wealth Advisor program in conjunction with the University of Chicago Booth School of Business. He also holds his Certified Exit Planning Advisor (CEPA) and Chartered Retirement Planning Counselor (CRPC) designations. Mark earned a B.S. degree from California Polytechnic State University, San Luis Obispo with a dual major in Accounting & Finance, has been married 30 years and currently resides in San Clemente, CA with his wife, Teri.

     

    California Insurance License #: 0A89187

      • University of Chicago Booth School of Business
      • California Polytechnic State University, San Luis Obispo, B.S. degree with dual major in Accounting & Finance
      • Certified Exit Planning Advisor
      • Chartered Retirement Planning Counselor
      • Private Wealth Advisor
      20 Pacifica
      Suite 1500
      Irvine, CA 92618
      mark.morgan@ubs.com
      Mark Morgan
      20 Pacifica,Irvine,CA,92618
    • image

      Trevor Daniel Morgan

      Financial Advisor

      Certified Exit Planning Advisor

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • FL
      • HI
      • MI
      • NV
      • OK
      • OR
      • TN
      • TX
      • WA

      Trevor, who joined UBS in 2013, has first-hand knowledge of the many resources UBS offers its clients. Trevor has experience working directly with estate planners and portfolio managers across the firm as a financial planning resource to elite teams within UBS. Additionally, he's partnered with UBS management to lead operations and technology obligations for the San Diego complex, while concurrently leading responsibilities for the firm's West Processing Center. Today, as a Financial Advisor, Trevor utilizes his wide array of experience and his passion for people to help his clients establish and succeed in fulfilling their financial goals. He is a Certified Exit Planning Advisor (CEPA), holds his Series 7 and 66 Securities and Investment Advisor licenses, and is a Registered CA Life, Accident, and Health Insurance Agent. Trevor earned his B.S. Degree with an emphasis in Finance from the Eller College of Management at the University of Arizona, and currently lives in Mission Viejo, CA with his wife, Taryn, and their son, Riley. Outside of the office, Trevor enjoys traveling, skiing, and being an active member in his local church.

       

      California Insurance License #: 4008390

        • Eller College of Management at the University of Arizona, B.S. Degree with an emphasis in Finance
        • Certified Exit Planning Advisor
        20 Pacifica
        Suite 1500
        Irvine, CA 92618
        trevor.morgan@ubs.com
        Trevor Daniel Morgan
        20 Pacifica,Irvine,CA,92618

      Defining your priorities. Pursuing what matters.

      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

      Three generations in apple orchard

      Turn possibilities into a plan

      Family on back porch

      Wealth transfer across generations

      Three generations on beach

      From success to succession

      two men planning

      Ready to sell your business?

      The five hallmarks of a successful sale

      Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

      Insights