Mark specializes in providing financial and wealth management advice for families, individuals, and trusts.  He is also a portfolio manager within the UBS Portfolio Management Program. After graduating from Appalachian State University, Mark began his financial career with Alex Brown & Sons, Inc. in Winston-Salem in 1981. He lives in Winston-Salem, NC with his wife Debbie, and enjoys spending time with is two grandchildren.

Registered States:
CA, DC, FL, GA, LA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WA

Kelly handles clients' administrative and operational needs, and all marketing communications. She began her career with UBS in 2006. Kelly earned a bachelor's degree from the University of North Carolina at Greensboro. She lives in Kernersville, NC where she enjoys spending time with her husband Preston and two children.