Senior Vice President–Wealth Management
Financial Advisor
Martin works with high net worth families and businesses through a comprehensive financial planning process to achieve their wealth management goals. As a Certified Financial Planner™ professional, he concentrates on investment strategies, retirement planning and estate planning to provide integrated solutions to any situation. One of his core beliefs is that every investor should have a long-term asset allocation strategy, and be able to articulate it. He empowers his clients through self-discovery so that together, they can arrive at the optimal solution to any of their needs. He is dedicated to providing high-quality, personalized advice that will simplify and improve his clients’ lives.
Previously, Martin was a Financial Consultant at Fidelity Investments for 10 years where he was responsible for financial planning and portfolio management of 450 high-net-worth families and businesses, representing more than $750 million in assets.
Martin is the President of the Boston College Fairfield County Alumni chapter and is actively involved in the community. He is a graduate of Boston College where he earned a B.S. in Finance. Martin is bilingual and grew up speaking both English and Spanish as his parents are from Panama originally. Martin and his wife Allison live in Westport with their two sons Chase and Miles.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Martin works with high net worth families and businesses through a comprehensive financial planning process to achieve their wealth management goals. As a Certified Financial Planner™ professional, he concentrates on investment strategies, retirement planning and estate planning to provide integrated solutions to any situation. One of his core beliefs is that every investor should have a long-term asset allocation strategy, and be able to articulate it. He empowers his clients through self-discovery so that together, they can arrive at the optimal solution to any of their needs. He is dedicated to providing high-quality, personalized advice that will simplify and improve his clients’ lives.
Previously, Martin was a Financial Consultant at Fidelity Investments for 10 years where he was responsible for financial planning and portfolio management of 450 high-net-worth families and businesses, representing more than $750 million in assets.
Martin is the President of the Boston College Fairfield County Alumni chapter and is actively involved in the community. He is a graduate of Boston College where he earned a B.S. in Finance. Martin is bilingual and grew up speaking both English and Spanish as his parents are from Panama originally. Martin and his wife Allison live in Westport with their two sons Chase and Miles.
Recognized as an industry leader:
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.
Education
Credentials
Client Associate
Client 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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