Mark has more than 28 years of wealth management experience. In that period of time, Mark has developed a practice working with private clients and their families. His clients include corporate executives, independent business owners and divorcees. Further, Mark specializes in working with clients with needs associated with structured settlements, trust solutions, and distribution planning for personal injury cases.  In terms of his professional credentials, Mark is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses. Mark has achieved the Wealth Advisor designation offered to preferred advisors. He received a B.S. in Finance from the Texas A&M University at College Station. Mark lives in Bellaire, Texas with his wife Ali, and their two sons, Adam and Dylan.

Registered States:
CA, CO, FL, GA, IN, LA, MA, MD, MI, NC, NV, NY, OH, PA, SC, TX

Rick has more than 43 years of wealth management experience. Throughout his career, Rick has worked with bank portfolios, trust departments, investment advisors and high net worth individuals. Rick has experience with a variety of fixed income instruments including treasuries, mortgage backed securities, government agency bonds, corporate and municipal bonds.  In 1996, Rick joined what is now UBS Financial Services, transitioning his practice to focus on equities.  Rick is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses. Rich is a graduate of the University of Texas. Rick, a native Houstonian, lives in Houston, Texas with his wife Genie, and has four children, Andy, Tyler (Catherine), Aimee (Matt), and Chris (Caroline) and six grandchildren, Mimi, Molly, Charlotte, Tyler Jr., William and Mills. 

Registered States:
CA, CO, NV, TX, VA

For nine years, Zachary Silverman has been working in wealth management at UBS Financial Services. In that period of time, Zachary has developed a practice working with clients in their families. His clients include corporate executives, independent business owners, attorneys and doctors. Zachary is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses. Zachary is a CERTIFIED FINANCIAL PLANNER and works with clients throughout the planning process. He received a J.D. from the University of Texas at Austin and a B.S. in Business Administration from the American University. Zachary lives in Bellaire, Texas with his wife Jackelyn, and their son Gavin and daughter Dylan.

Registered States:
TX

Whitney oversees client administration for Uptown Wealth Advisors. Whitney is a FINRA-Registered General Securities Representative and  Registered Investment Advisor Representative. She received a B.S. in finance from the University of Texas at Austin. Whitney lives in Houston with her fiance Steven.

Registered States:
TX