Let's move forward. Together.

Robert L. Mork

Senior Vice President–Wealth Management

Financial Advisor

  • Senior Vice President - Wealth Management
  • Senior Portfolio Manager - PMP
  • Wealth Advisor

Licenses:

  • Series 7, Series 63, Series 65, Insurance and Annuities; registered in various states

Education

  • Bachelor of Science, 1982, Portland State University

Professional/Community

  • Past Member - Providence Hospital, Cancer Research Center Committee
  • Bridlemile Foundation board member 1993-2000
  • Central City Concern - Former Development board member
  • Pacific NW Federal Credit Union - Former board member

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • MD
  • ME
  • MI
  • MT
  • NM
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Long-term care planning
Retirement planning
Estate planning strategies
Legacy planning
Exit planning
Financial planning
Alternative investments
Business owners
5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

robert.mork@ubs.com,andrew.mork@ubs.com,ryan.d.wilkinson@ubs.com
Robert L. Mork
5300 Meadows Rd,Lake Oswego,OR,97035

Andrew L. Mork, FPQP

Vice President–Wealth Management

Financial Advisor

Licenses:

  • Series 7, Series 63, Series 65, Series 3, Life/Health Insurance, Annuties, Paraplanner Designation

Education:

  • Bachelor Of Arts - Business Administration, Central Washington University - 2011

Professional/Community:

  • Portland Police Cadet - 5 Years

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • MD
  • ME
  • MI
  • MT
  • NM
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Education planning
Long-term care planning
Retirement planning
Exit planning
Business succession
Investing
Custom portfolios
Asset allocation
5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

andrew.mork@ubs.com
Andrew L. Mork, FPQP
5300 Meadows Rd ,Lake Oswego,OR,97035

Ryan D. Wilkinson

Client Associate

Registered States:
  • AZ
  • OR
  • WA
5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

ryan.d.wilkinson@ubs.com
Ryan D. Wilkinson
5300 Meadows Rd , Lake Oswego,OR,97035