Trammel Martin of UBS Financial Services is a member of XPX Greater Boston

Trammel Martin

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

    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
  • 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.

    Transition Planning Certification

    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
  • 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

    Greater Boston Sponsor

    Member Since

    5 Year Member

    Sponsorship Type

    Bronze

    Chapter Leadership Role

    Treasurer

    Why I'm a Member of XPX

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