Mark WimmerWEALTH ADVISER
As a Wealth Adviser for United Capital, Mark Wimmer’s strongest assets are the relationships he has established with his clients. He offers customized wealth management advice and personalized service, working closely with his clients to develop an investment strategy tailored to their needs. This ensures he has a thorough understanding of their objectives, and that his clients have realistic expectations and recognize the risks and rewards inherent in achieving their goals.
Mark’s practice is limited to a select number of clients. This allows him to provide small business owners, healthcare providers, attorneys and other professionals—and their families—with a unique perspective that may better plan their financial life. He is committed to providing superior service. Communication -- including strong collaboration with his team – is the driving factor of Mark’s practice that helps him to best serve his clients.
Prior to joining United Capital Mark’s training and background focused on financial risk management with UBS, a leading financial services company and as well as the University of Chicago’s office of Accounting and Finance. Mark holds Series 7 and 66 securities licenses and is also licensed to offer Life and Health Insurance as well as other securities products.
Mark graduated from West Virginia University with a BSBA in Finance. His community activities include helping at-risk children find more stable family environments and raising money and awareness for the prevention of child abuse.