Mark Anderson - UBS Financial Services Inc. is a wealth management firm based in Birmingham, MI. With over 26 years of experience, Mark Anderson helps clients manage their wealth through asset allocation, total portfolio management, and retirement income planning. He also provides guidance on education funding, charitable giving, and estate planning. Mark is a Senior Vice President at UBS and holds various securities licenses, as well as licenses for life, accident, and health insurance. Outside of work, Mark is actively involved in his community through volunteering and enjoys spending time with his three children, reading, golfing, and traveling.
UBS Financial Services Inc. is a leading global bank that offers a wide range of financial services to individuals, corporations, and institutions. With a history spanning over 160 years, UBS has demonstrated resilience and leadership in guiding clients through various financial challenges and market opportunities. The firm emphasizes a customized approach to financial planning and wealth management, focusing on thoughtful strategies that encompass all aspects of clients' financial lives. UBS is committed to building lasting relationships with clients and making a real impact in their lives by helping them preserve and pass on their wealth.
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