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Waypoint-Wealth-Management-Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Michael-Picco

    Michael Picco

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • MD
    • MI
    • MO
    • NC
    • NM
    • NY
    • OK
    • OR
    • TX
    • WA
    • WY

    Michael graduated from Louisiana State University in 1977 with a B.S. in Accounting and in 1979 with an M.S. in Finance.

    He worked for Barclays American Commercial in the asset based lending/factoring business from October 1980 to April 1985, in their Credit Department and then in Business Development. From April 1985 to June 1986, he was with First City Bank – Addison, as a Vice–President, where he was involved in Commercial Lending and Business Development for the bank. In June 1986, he joined Paine Webber (subsequently bought out by UBS Group AG, in November 2000).

    Michael grew up in St. Louis, Missouri and lives in Plano Texas, with his wife, Lynette, their two sons, Matthew and Andrew, and their two Golden Retrievers.

    His favorite hobbies are playing golf, boating, travelling and spending time with his family and their friends.

      • Louisiana State University, B.S. in Accounting
      • Louisiana State University, M.S. in Finance
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
        michael.picco@ubs.com
        Michael Picco
        7250 Dallas Parkway,Plano,TX,75024
      • Marc-Andrew-Hamlin

        Marc Hamlin

        Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • CO
        • FL
        • IL
        • MD
        • MI
        • MO
        • NC
        • NM
        • NV
        • NY
        • OK
        • OR
        • TX
        • WA
        • WY


        Marc joined UBS Financial Services, Inc. in February of 2014 following graduation from The University of Texas at Austin. For his clients, he emphasizes a comprehensive wealth management strategy incorporating liability management, estate planning strategies, income planning, and active asset allocation. Marc believes that the objective to market participation is to be rewarded over the long term for patient, well-diversified, risk-appropriate, fundamental investing.

          • University of Texas at Austin
            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024
            marc.hamlin@ubs.com
            Marc Hamlin
            7250 Dallas Parkway,Plano,TX,75024
          • Peter-Tarantino

            Peter Tarantino

            Client Associate

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MN
            • MO
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WY

                  7250 Dallas Parkway
                  Suite 1200
                  Plano, TX 75024
                  peter.tarantino@ubs.com
                  Peter Tarantino
                  7250 Dallas Parkway,Plano,TX,75024
                Three generations in apple orchard

                Turn possibilities into a plan

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                A leading global wealth manager

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                ElectionWatch 2024

                24 questions for the '24 US election

                Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                Download the report

                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

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