Mark Paone is a Senior Retirement Plan Consultant at UBS Retirement Plan Consulting Services.  Mark has over 23 years of experience in the financial services industry; the last 21 years focused squarely on serving the complex needs of the employer-sponsored retirement plan marketplace.  At UBS, Mark provides advice and guidance to a select group of highly engaged employers in a joint effort to manage their fiduciary responsibilities while at the same time improving the retirement outcomes of their employees.  In addition to managing all client-facing activities and the strategic objectives of the advisory practice, Mark volunteers his time with non-profits such as the National Association of Plan Advisors in an on-going, ever challenging effort, to preserve, promote and protect the ability of all hard working American's to retire on their own terms.

• Financial Times 2015 Inaugural List of the Top 401 Retirement Plan Consultants
• Chartered Retirement Plans Specialist (The College of Financial Planning)
• Accredited Investment Fiduciary (Center for Fiduciary Studies at the Katz Graduate School of Business)

• Bates College - Bachelor of Arts in Economics

• Series 7 - General Securities Representative
• Series 6 - Investment Company Products / Variable Contracts
• Series 63 - Uniform Securities Agent
• Series 65 - NASAA Investment Advisers
• Series 31 - Managed Futures Representative

• National Association of Plan Advisors - NAPA Net Steering Committee member
• Bates Boston Business Network - Steering Committee member

CT, DE, FL, MA, ME, MN, NH, NY, RI, UT, VT