​Martin kicked off his finance career in 1999 on Wall Street at UBS PaineWebber, where he worked as a stockbroker, financial advisor, and securities principal. Back then, they had a squawk box in every office where he listened intently to Art Cashin, director of floor operations. Wire trades were routed from the order room (or “wire room” or "cage") to the floor of the exchange for execution. Those were the good old days. So much has changed in the world of finance. Martin has his Series 24, Series 7, Series 63, Series 65 securities licenses. After graduating 12th in his UBS PaineWebber class of 125 and spending three successful years at this prestigious Wall Street wirehouse, he was offered a wonderful opportunity to join Solomon Smith Barney. However, Martin decided to take a different path becoming a branch manager at LPL Financial and then launching his own registered investment advisory firm. In 2016, Martin decided to take his experience into a private family foundation with his wife, Anne, who’s a securities attorney. Together, they are about providing investment advisory services to the public, along with financial literacy services for underserved communities, churches and youth of all ages. To ensure the highest level of security and service, today all private client assets are held at Charles Schwab. Let's make a positive impact together!