Currently, Mark resides in Montgomery County, Maryland with his wife and young son. He enjoys competing in Spartan Races and spending time with his family.
We take an approach to your wealth that works for you and your entire financial life. Whether you're pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come.
General Information |
| Firm Start Year: | 1923 | |
| Insurance License#: | 2178139 |
| States Licensed in: | DC, MD, VA, NY, FL |
| Number of Years with Current Firm: | 1 |
| Work Experience: | Mark Standard, has more than 25 years of experience in the financial services industry. He joined UBS in August 2022 as Executive Director to serve as the Branch Manager of the UBS office in McLean, Virginia. He was quickly was recognized for inspiring Financial Advisors to understand client needs then leverage the capabilities of the firm to deliver the best solutions. In January 2023, Mark became a partner on a Private Wealth Team in Washington, DC. They provide tailored wealth solutions to success families in the Washington DC Area. Mark began his career as a Financial Advisor at Merrill Lynch in New York City. Prior to UBS he held the position of Market Director at J.P. Morgan for the state of Maryland. Mark has an MBA in finance from the University of Chicago, Booth School of Business and a Certificate in Venture Capital from the Wharton School of Business. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Annuity |
Firm Information |
| Advisor's Number of Clients: | 41 |
| Advisor's Number of Managed Clients: | 35 |
| Advisor's Number of Planning Clients: | 15 |
| Assets Managed by Advisor: | $1.2 Billion |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
Financial Services |
| Financial Advice & Consulting
We meet with clients every 3-months to review the portfolio, provide updates and discuss forecasts. |
| Portfolio Management
We construct and manage investment portfolios consisting of public and private investments as well as cash management. |
| Wealth Management
We are are a team of seven. Each member is focused on specific areas of Wealth Management, Risk Management and Client Communication. |
| Risk Management
Our two analysts on the team continuously monitor risk factors to portfolios. The team has weekly risk assessment meetings to help ensure the preservation of wealth. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1891452/wiseradvisor-ubs-detailed-disclosure.html |
Registered Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Washington DC | Maryland |
| Virginia | New York |
| Florida | Georgia |
| Illinois | Georgia |
| California | Texas |
| North Carolina | Pennsylvania |
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