The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Mark Wimmer is a Financial Advisor for UBS Financial Services. Mark’s training and background in financial risk management provides small business owners, doctors, attorneys, and other professionals – and their families – with a unique perspective that can better inform their financial aid investment decisions.
Because much of his work involves sophisticated issues such as retirement and financial planning and intergenerational wealth transfer, Mark limits his practice to a select number of clients. He is committed to providing superior service.
Mark holds series 7 and 66 securities licenses and also is licensed to offer life and health insurance and variable annuities. He graduated from West Virginia University with a B.S.B.A. in finance.