A legacy for generations

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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.

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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.

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    Mark Morgan

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • MA
    • MI
    • NC
    • NV
    • OK
    • OR
    • TX
    • 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.

      • 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
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      Trevor Daniel Morgan

      Financial Advisor

      Certified Exit Planning Advisor

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      • AZ
      • CA
      • CO
      • FL
      • HI
      • MI
      • NE
      • NV
      • OK
      • OR
      • 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. Outside of the office, Trevor enjoys traveling, skiing, and being an active member in his local church.

       

        • 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
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        Brian Delatola

        Client Associate

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        • CA

        Brian specializes in providing excellent client service and administrative support to the team's long standing clientele. Brian is a fully licensed Client Service Associate graduating Magna Cum Laude from Mercy College with a B.S. Business Administration degree in Finance where he holds his Series 7 and 66, as well as his Accident, Life, and Health Insurance licenses. He is also studying to get his Certified Financial Planning license. Brian joined UBS in 2018 and has experience working for the firm's West Processing Center out of the Newport Beach branch. Prior to his roles at UBS, he worked in Private Accounting and at the Commodities Exchange in New York City. Brian currently lives in Laguna Hills with his wife, Jennifer, where they enjoy raising their two sons, Jake and Dylan.

          • Mercy College, Magna Cum Laude, B.S. Business Administration with an emphasis in Finance
            20 Pacifica
            Suite 1500
            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.

          The circular economy: What is it?

          Who we work with

          Who we work with

          Multigenerational wealth planning

          Multigenerational wealth planning

          Business Planning–Accelerate your value

          CEPA® Value Acceleration Process

          The Value Acceleration Process provides a framework to help business owners with Business Transition Planning.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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