Mark F. Shultz, Cfp®
About Mark F. Shultz, Cfp®
Mark F. Shultz is a First Vice President of Wealth Management at UBS, where he has worked since 2009 in Barrington, Illinois. He specializes in personalized financial planning and operates in the Greater Phoenix Area, focusing on building long-term client relationships.
Work at UBS
Mark F. Shultz has served as First Vice President - Wealth Management at UBS since 2009. Based in Barrington, Illinois, he has dedicated 15 years to providing personalized financial planning services. His approach focuses on aligning financial strategies with clients' individual goals and priorities. Shultz adheres to strict communication protocols to ensure that all client interactions are secure and compliant with UBS policies. His commitment to client service is evident in his emphasis on building long-term relationships, which he believes are essential for clients' financial success.
Previous Experience at Morgan Stanley Smith Barney
Prior to his tenure at UBS, Mark F. Shultz worked at Morgan Stanley Smith Barney for 28 years, holding the position of First Vice President from 1981 to 2009. This extensive experience in wealth management has equipped him with a deep understanding of the financial industry and the needs of clients. His long-standing career in this role has contributed to his expertise in financial advisory services.
Education and Expertise
Mark F. Shultz earned a Bachelor of Science degree from Loyola University Chicago. His educational background provides a solid foundation for his work in financial planning and wealth management. Shultz is a Certified Financial Planner (CFP®), which signifies his commitment to maintaining high standards of professionalism and ethics in the financial advisory field.
Service Area in Greater Phoenix
In addition to his role at UBS, Mark F. Shultz operates in the Greater Phoenix Area, offering financial advisory services to clients in that region. His local presence allows him to address the specific financial needs and goals of clients in this market, enhancing his ability to provide tailored financial solutions.