Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Robert L. Mork

Senior Vice President–Wealth Management

Personal & Community

  • Past Member - Providence Hospital, Cancer Research Center Committee, Creating Hope Luncheon, 2003-2006
  • Former Member - Association of Professional Investment Advisors
  • 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
  • HI
  • ME
  • MI
  • MT
  • NM
  • NV
  • NY
  • OR
  • TX
  • WA


  • Bachelor of Science, Portland State University
805 South West Broadway
Suite 2600
Portland, OR 97205
  • (503) 225-9205

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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