Karalee F. Myers-Artzer - UBS Financial Services Inc.

Mark Gregory, Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., offers a client-centered approach to financial planning, emphasizing the importance of understanding individual priorities and long-term goals. His practice notably utilizes the UBS Wealth Way framework, which organizes financial strategies into key dimensions: Liquidity, Longevity, and Legacy.

UBS has a rich history of over 160 years as a leading global wealth manager, consistently demonstrating resilience through various market conditions. As of December 31, 2024, the UBS Group managed $6 trillion in invested assets across 51 countries, underscoring its extensive reach and expertise in wealth management.

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