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
Professional Certifications
Functional Expertise
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
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
Member for 7 years
Sponsorship Type
Bronze
Chapter Leadership Role
Treasurer
Why I'm a Member of XPX
Make XPX Part of Your Business Plans
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