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Marc F

Series 63, Series 65

Whitefish, MT

UBS Financial Services

Marc Foster is a financial advisor with UBS Financial Services in Whitefish, MT, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with UBS since 1985 and previously worked at Painewebber Incorporated starting in 1979. Outside of advisory work, Foster serves on the board of Resinart Corp, a manufacturer of building products in the metal and mining industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and lending programs.

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