Experience Makes all the difference

Mark D. Williams is a Retirement Plan Specialist and Senior Portfolio Manager within the Portfolio Management Program for high net worth individuals. He has 16 years of industry experience. Mark began his career with Morgan Stanley and moved to UBS in 2008. He earned his Accredited Investment Fiduciary (AIF®) designation in 2010. Mark is part of an elite group of UBS Financial Advisors with the status of Senior Retirement Plan Consultant. These advisors are able to act as 3(21) or 3(38) fiduciaries to retirement plan sponsors. He was recognized in 2017 by Financial Times as an FT 401 Top Retirement Advisor. Mark obtained his Chartered Retirement Plan Consultant (CRPS®) designation in 2012. Mark is very active in his community and is a big proponent of "giving back." He has served previously on various boards including: Polk State College Investment Committee and Polk Education Partnership STEM committee, which seeks to improve public education. Mark volunteers his time as a special projects math instructor at Vickery Creek Elementary and serves as a small group leader for 5th grade boys at Northpoint Community Church. He and his wife, Cori, have three children: Ty, Bryce and Brooke.

 

 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Portfolio Manager, Vice President - Wealth Management

Winter Haven, Florida

July 2008 - Present

Morgan Stanley

Financial Advisor

Winter Haven, Florida

October 2003 - July 2008

Northwestern Mutual/Frank Russell

Financial Advisor

Winter Haven, Florida

June 2002 - October 2003

Registered States:

AL, CA, CO, FL, GA, IN, KY, MA, MD, MS, NV, PR, RI, TN, TX, VA, WI