UBS Finanical Services

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1021 E Cary St

Richmond, VA 23219

+1 (804) 644-4111

https://advisors.ubs.com

The Marcus Wealth Management Group at UBS Financial Services in Richmond, VA, offers tailored financial planning and investment management for high net worth individuals, families, and business owners. With a highly credentialed team that embodies decades of experience, they prioritize building strong relationships and delivering thoughtful, proactive service to help clients achieve their financial goals.

Led by Senior Vice President Daniel Marcus, the group emphasizes a customized investment approach grounded in comprehensive strategies that encompass portfolio management, estate planning, and alternative investments. The team's dedication to client relationships is further supported by experienced associates like Sharon LaFever and Marguerite Conroy Hodgkins, who contribute to a seamless client experience through exceptional service and financial planning expertise.

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