Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    John Pavlinec

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • MN
    • NC
    • NH
    • NJ
    • NY
    • PA
    • SC
    • TX
    • VA

    As an asset manager with over 30 years of experience, John Pavlinec focuses on risk management and overall portfolio construction which includes equites, fixed income, options and complex hedging strategies.

    Working with high net worth clients, John utilizes investment policy concepts/guidelines in establishing bandwidths within each asset classification to structure investments to maximize client returns while minimizing risks.

    In implementing this portfolio investment approach, John relies on index driven models to specifically reduce costs and the risks of actively managed products.

     

    He maintains the following securities licenses, as well as life and health  insurances licenses:

    Series 3 (National Commodity Futures Examination);

    Series 7 (General Securities Representative Examination);

    Series 63 (Uniform Securities Agent State Law Examination ) and

    Series 65 (Uniform Investment Adviser Law Examination).

    John is active in  mentoring armed forces veterans as they transition to the civilian workplace. He has actively participated in a number of local community organizations, in addition to currently being a member of the Mariner's Cay, SC HOA Board of Directors

        • Senior Portfolio Manager
        941 Houston Northcutt Boulevard
        Suite 100
        Mount Pleasant, SC 29464
        john.w.pavlinec@ubs.com
        John Pavlinec
        941 Houston Northcutt Boulevard ,Mount Pleasant,SC,29464
      • Mark Forman

        Mark Forman

        Wealth Strategy Associate

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        • CA
        • CT
        • FL
        • GA
        • NC
        • NJ
        • NY
        • PA
        • SC
        • VA

        Mark Forman combines 20 years as a tax attorney with over 20 years as a Financial Advisor/investment associate in a career spanning more than 40 years. As the first point of contact for our clients, he applies his years of business acumen in managing all client relationships and ensures the smooth operation of our client service model. As a Wealth Strategist he develops, implements and delivers the financial planning process

              1800 North Military Trail
              Suite 300
              Boca Raton, FL 33431
              mark.forman@ubs.com
              Mark Forman
              1800 North Military Trail,Boca Raton,FL,33431
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            Support and resources

            The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

            Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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            $5.9+ trn

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            As of 06/30/2024

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            UBS is a leading and truly global wealth manager

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