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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
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • MD
    • MI
    • MO
    • NC
    • NY
    • OK
    • OR
    • PA
    • SD
    • TN
    • 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
      • Marc-Andrew-Hamlin

        Marc Hamlin

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • FL
        • IL
        • MD
        • MI
        • MO
        • NC
        • NV
        • NY
        • OK
        • OR
        • TN
        • 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
          • Peter-Tarantino

            Peter Tarantino

            Client Associate

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • 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

                  400 Linden Oaks
                  Rochester, NY 14625

                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 ubs.com/wealthway.

                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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