Robert L. Mork - UBS Financial Services Inc.

Heritage Wealth Management, a division of UBS Financial Services Inc., is dedicated to a multigenerational approach to wealth management, with a team that spans five generations. Based in Lake Oswego, Oregon, and Charleston, South Carolina, they focus on providing tailored financial strategies that align with clients' values and long-term goals. With over $2 billion in assets under management and a collective experience of 170 years, Heritage Wealth Management emphasizes building long-term relationships through quality client service. Their team includes experienced professionals who specialize in various aspects of financial planning, including retirement, education funding, and estate planning. Generated from the website

George Milne - UBS Financial Services Inc. is a reputable wealth management firm located in Lake Oswego, OR. With a focus on building lasting relationships, their team of financial advocates prioritize their clients' best interests, offering integrity, prudence, and accessibility. Recognized for their expertise, George Milne and his team have been awarded the Forbes Best-in-State Wealth Management Teams in 2024. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, George Milne - UBS Financial Services Inc. is committed to understanding their clients' financial goals and crafting finely-tailored financial advice. With a global footprint spanning 51 countries, they provide a wide range of products and services to help clients turn their financial vision into a reality.Generated from the website

UBS Financial Services Inc. is a leading global wealth manager with a legacy of over 160 years, dedicated to guiding clients through a variety of market opportunities and financial challenges. Their approach emphasizes building lasting relationships by understanding clients' priorities and crafting customized financial strategies that integrate aspects of liquidity, longevity, and legacy. With almost 30 years of industry experience, James Parker, a First Vice President in Wealth Management, combines global financial insights with a client-focused philosophy to facilitate sound investment planning and revisit strategies to ensure alignment with goals. UBS is committed to operational excellence and is backed by UBS AG, with investments exceeding $6 trillion across 51 countries. Generated from the website