Trammel Martin of UBS Financial Services is a member of XPX New England.

Trammel Martin

UBS Financial Services

Boston, Massachusetts

Professional Profile

Call Me When

Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

Contact Method

Trammel.martin@ubs.com | 617-247-6072

Profession

  • Banker
  • Insurance
  • Investor
  • M&A Intermediary
  • Wealth Planner
  • Professional Certifications

    Transition Planning Certification

    Functional Expertise

  • Charitable giving
  • Corporate finance
  • Cybersecurity
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Finance
  • Financial Modelling
  • Fundraising
  • Information technology
  • Investments
  • Lending
  • Mergers
  • Philanthropy
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Tax
  • Transaction advisory
  • Transaction intermediary
  • Trusts
  • Venture capital
  • Exit/Transition Planning
  • Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
  • Business Focus

    We specialize in pre and post-business sale planning for owners and key employees. We build detailed, goal-based financial plans while working with clients' other trusted advisors.

    Client Results

    1) Added structure to one's financial life, 2) access to top caliber wealth management resources and experience, 3) ease of use, and 4) ongoing education and communication

    Membership

    Sponsorship Type

    Bronze

    Chapter Leadership Role

    Why I'm a Member of XPX

    Website

    Twitter

    LinkedIn

    https://http://www.linkedin.com/in/trammelm

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