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Mark H

Series 63, Series 65

Erie, PA

UBS Financial Services

Mark Holcomb is a financial advisor with UBS Financial Services in Erie, PA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and affiliated banking services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Nathaniel M

Series 63, Series 65

Erie, PA

UBS Financial Services

Nathaniel Murphy is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and four years of industry experience. He has been with UBS since 2018, including his current role at UBS Financial Services since 2019. Prior to his financial services career, he worked at Kent State University and PepsiCo. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stacey M

Series 66

Erie, PA

UBS Financial Services

Stacey Margraves is a financial advisor at UBS Financial Services with a Series 66 credential and six years of industry experience. She has a background that includes roles at Limelife by Alcone and TruAura Beauty prior to joining UBS. Based in Erie, PA, her career spans both financial services and beauty industry companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Mark M

Series 63, Series 65

Erie, PA

UBS Financial Services

Mark Murphy is a financial advisor with UBS Financial Services in Erie, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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