Lasting relationships

Understanding what matters most to you

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Connect with us

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Julie Fox

Managing Director

Market Executive
View bio
Julie is the Market Executive in our Private Wealth Management business. She is responsible for running the Wealth Management and Private Wealth Management businesses in Philadelphia, Washington D.C. and surrounding areas, as well as the Private Wealth Management business across the Mid Atlantic Market.

Previously, she served as National Sales Manager and led our sales effort for both the Field Sales team and the sales organization. She was responsible for the sales strategy and direction of all field-facing resources both internally and externally to ensure consistency across our sales efforts in how we deliver products and solutions to Financial Advisors and clients.

A 20-year veteran of UBS, Julie was instrumental in launching the UBS Global Family Office Group, a unique offering in the industry serving the needs of UHNW clients and their Advisors. Julie spent five years in the field in key branch roles including the Metro Regional Sales Manager. She also has seven years of experience in our Capital Markets group leading an array of teams and businesses. Additionally, Julie served as the management liaison between the FA Advisory Council and home office, and is a former co-chair for the firm's Diversity Network (All Bar None) in the Americas.

Julie led the efforts to start a 100 Women in Finance location in Philadelphia where she is the Co-chair. She also sits on the board of the Philadelphia Holocaust Remembrance Foundation. She was selected to be one of the Makers@ Community Class of 2020 on behalf of UBS. Julie is also a member of the Philadelphia chapter of CEOs Against Cancer.

Julie played collegiate Division I tennis at Lehigh University. She holds her executive M.B.A. from Fordham University. Julie, her husband Stephen, and sons Mason and Logan live in Villanova, Pennsylvania.
julie.fox@ubs.com

Julie Fox
Jacob Shine

Director

Market Director
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NY
- OK
- OR
- PA
- SD
- UT
- VA
- VT
Jake joined UBS in 2017 as an analyst in the firm's two-year rotational Graduate Talent Program, where he rotated across six strategically important departments within Wealth Management USA. Upon completion of the program, he placed out onto the UHNW Americas team as a Business Strategist, where he was responsible for helping to drive field communications, cross-divisional collaboration and sales strategy for Private Wealth Management.

Jake transitioned onto the Northeast Private Wealth Management Market leadership team as Assistant Market Head, focused primarily on the Mid-Atlantic region.

In January of 2023, Jake stepped into the role of Market Director covering the Washington D.C. and Charlotte Private Wealth Management branches, and in May of 2023 assumed responsibility over the Bethesda and McLean Wealth Management offices.

Jake received a Bachelor of Science degree in Finance and Business Analytics from Indiana University – Kelley School of Business. He currently holds the FINRA Series 7, 66, 3, 9 and 10 along with the CFP® and Certified Exit Planning Advisor designations.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

jake.shine@ubs.com

Jacob Shine

7272 Wisconsin Avenue,Bethesda,MD,20814
Jennifer Glenn

Associate Director

Market Administrative Officer
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- UT
- VT
101 West Elm Street
Suite 200
Conshohocken, PA 19428

jennifer.glenn@ubs.com

Jennifer Glenn

101 West Elm Street,Conshohocken,PA,19428
M. Sean Blevins

Director

Market Supervisory Officer
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Before joining UBS in 2021, I spent 17 years at Merrill Lynch. The last 10 of those years at Merrill, I was one of the Office Management Team members responsible for the day to day business oversight and supervision performed by registered associates in the Charlotte & Associates Market.

Before Merrill, I served 12 years in the U. S. Army and VA ARNG. After my first stent in the Army, I graduated from Radford University with a BBA.

I am big Virginia Tech and Dallas Cowboy football fan. I am married to Caresse Blevins, she has a daughter and a son, both of whom are in college. I have a 14 year old son attending Ft. Mill High School. We reside in Ft. Mill where we enjoy outdoor activities like fishing, hunting, hiking, skiing/snowboarding, and camping. I also enjoy Brazilian Jiu Jitsu.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

sean.blevins@ubs.com

M. Sean Blevins

6100 Fairview Road,Charlotte,NC,28210
Andrea Arias Turriago

Director

Admin Manager
View bio
- AK
- AK
- AL
- AL
- AR
- AR
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- DC
- DC
- DE
- DE
- FL
- FL
- GA
- GA
- HI
- HI
- IA
- IA
- ID
- ID
- IL
- IL
- IN
- IN
- KS
- KS
- KY
- KY
- LA
- LA
- MA
- MA
- MD
- ME
- ME
- MI
- MI
- MN
- MN
- MO
- MO
- MS
- MS
- MT
- MT
- NC
- NC
- ND
- ND
- NE
- NE
- NH
- NH
- NJ
- NJ
- NM
- NM
- NV
- NV
- NY
- NY
- OK
- OK
- OR
- OR
- PA
- PA
- PR
- PR
- RI
- RI
- SC
- SC
- SD
- SD
- TN
- TN
- TX
- TX
- UT
- UT
- VA
- VI
- VI
- VT
- VT
- WA
- WA
- WI
- WI
- WV
- WV
- WY
- WY
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

andrea.turriago@ubs.com

Andrea Arias Turriago

7272 Wisconsin Avenue,Bethesda,MD,20814
Henry Podlaszewski Jr.

Director

Supervisory Officer
View bio
- DC
- PA
Home Worker PA
Home Worker PA, PA 000

jrhenry.podlaszewski@ubs.com

Henry Podlaszewski Jr.

Home Worker PA,Home Worker PA,PA,000

Jaclyn Bellini

Associate Director

Sales Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

jaclyn.bellini@ubs.com

Jaclyn Bellini

1501 K Street North West,Washington, D.C.,DC,20005
Sandy Watson

Director
View bio
- PA
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

sandra.k.watson@ubs.com

Sandy Watson

1735 Market Street,Philadelphia,PA,19103
Steven Pelzer

Director

Branch Operations Manager
View bio
- DC
- DE
- FL
- GA
- MD
- NC
- NJ
- NY
- PA
- SC
- VA
- WV
Responsibilities

I am the Market Operations Manager for this market. I have a team of two Assistant Operations Managers and four Service Associates. We are responsible for insuring that all industry rules, regulations and requirements are followed for most non-trade related transactions.

Professional History

I’ve been with UBS since 2006 and have been in this industry since I got my first job out of college working at Alex Brown and Sons, Inc. I have also worked at Morgan Stanley. Most of my time has been spent in various departments within Operations, but I did spend several years working in Stock Loan and a year in Government Trading.

Education

I have a Bachelor of Science degree from Towson University.

Licenses & Certifications

I have the Series 7, 9, 10 and Series 66 FINRA licenses.

Personal

I live with my wife just north of Baltimore, Maryland. We have three kids and two grandchildren. I enjoy great music (if you need tips, just ask), photography and fantasy sports. I am diehard Liverpool Football Club (Premier League Soccer), Baltimore Orioles and Baltimore Ravens fan as well as rooting for the Penguins and Flyers in hockey. I am trying to become a published author, writing suspense and thrillers.
Home Worker MD
Home Worker MD, MD 000

steve.pelzer@ubs.com

Steven Pelzer

Home Worker MD,Home Worker MD,MD,000
Cynthia Perdue

Trade & Processing Specialist
View bio
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

cynthia.perdue@ubs.com

Cynthia Perdue

7272 Wisconsin Avenue,Bethesda,MD,20814

Julie Fox

Managing Director

Market Executive
View bio
Julie is the Market Executive in our Private Wealth Management business. She is responsible for running the Wealth Management and Private Wealth Management businesses in Philadelphia, Washington D.C. and surrounding areas, as well as the Private Wealth Management business across the Mid Atlantic Market.

Previously, she served as National Sales Manager and led our sales effort for both the Field Sales team and the sales organization. She was responsible for the sales strategy and direction of all field-facing resources both internally and externally to ensure consistency across our sales efforts in how we deliver products and solutions to Financial Advisors and clients.

A 20-year veteran of UBS, Julie was instrumental in launching the UBS Global Family Office Group, a unique offering in the industry serving the needs of UHNW clients and their Advisors. Julie spent five years in the field in key branch roles including the Metro Regional Sales Manager. She also has seven years of experience in our Capital Markets group leading an array of teams and businesses. Additionally, Julie served as the management liaison between the FA Advisory Council and home office, and is a former co-chair for the firm's Diversity Network (All Bar None) in the Americas.

Julie led the efforts to start a 100 Women in Finance location in Philadelphia where she is the Co-chair. She also sits on the board of the Philadelphia Holocaust Remembrance Foundation. She was selected to be one of the Makers@ Community Class of 2020 on behalf of UBS. Julie is also a member of the Philadelphia chapter of CEOs Against Cancer.

Julie played collegiate Division I tennis at Lehigh University. She holds her executive M.B.A. from Fordham University. Julie, her husband Stephen, and sons Mason and Logan live in Villanova, Pennsylvania.
julie.fox@ubs.com

Julie Fox
Jacob Shine

Director

Market Director
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NY
- OK
- OR
- PA
- SD
- UT
- VA
- VT
Jake joined UBS in 2017 as an analyst in the firm's two-year rotational Graduate Talent Program, where he rotated across six strategically important departments within Wealth Management USA. Upon completion of the program, he placed out onto the UHNW Americas team as a Business Strategist, where he was responsible for helping to drive field communications, cross-divisional collaboration and sales strategy for Private Wealth Management.

Jake transitioned onto the Northeast Private Wealth Management Market leadership team as Assistant Market Head, focused primarily on the Mid-Atlantic region.

In January of 2023, Jake stepped into the role of Market Director covering the Washington D.C. and Charlotte Private Wealth Management branches, and in May of 2023 assumed responsibility over the Bethesda and McLean Wealth Management offices.

Jake received a Bachelor of Science degree in Finance and Business Analytics from Indiana University – Kelley School of Business. He currently holds the FINRA Series 7, 66, 3, 9 and 10 along with the CFP® and Certified Exit Planning Advisor designations.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

jake.shine@ubs.com

Jacob Shine

7272 Wisconsin Avenue,Bethesda,MD,20814
Jennifer Glenn

Associate Director

Market Administrative Officer
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- UT
- VT
101 West Elm Street
Suite 200
Conshohocken, PA 19428

jennifer.glenn@ubs.com

Jennifer Glenn

101 West Elm Street,Conshohocken,PA,19428
M. Sean Blevins

Director

Market Supervisory Officer
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Before joining UBS in 2021, I spent 17 years at Merrill Lynch. The last 10 of those years at Merrill, I was one of the Office Management Team members responsible for the day to day business oversight and supervision performed by registered associates in the Charlotte & Associates Market.

Before Merrill, I served 12 years in the U. S. Army and VA ARNG. After my first stent in the Army, I graduated from Radford University with a BBA.

I am big Virginia Tech and Dallas Cowboy football fan. I am married to Caresse Blevins, she has a daughter and a son, both of whom are in college. I have a 14 year old son attending Ft. Mill High School. We reside in Ft. Mill where we enjoy outdoor activities like fishing, hunting, hiking, skiing/snowboarding, and camping. I also enjoy Brazilian Jiu Jitsu.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

sean.blevins@ubs.com

M. Sean Blevins

6100 Fairview Road,Charlotte,NC,28210
Andrea Arias Turriago

Director

Admin Manager
View bio
- AK
- AK
- AL
- AL
- AR
- AR
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- DC
- DC
- DE
- DE
- FL
- FL
- GA
- GA
- HI
- HI
- IA
- IA
- ID
- ID
- IL
- IL
- IN
- IN
- KS
- KS
- KY
- KY
- LA
- LA
- MA
- MA
- MD
- ME
- ME
- MI
- MI
- MN
- MN
- MO
- MO
- MS
- MS
- MT
- MT
- NC
- NC
- ND
- ND
- NE
- NE
- NH
- NH
- NJ
- NJ
- NM
- NM
- NV
- NV
- NY
- NY
- OK
- OK
- OR
- OR
- PA
- PA
- PR
- PR
- RI
- RI
- SC
- SC
- SD
- SD
- TN
- TN
- TX
- TX
- UT
- UT
- VA
- VI
- VI
- VT
- VT
- WA
- WA
- WI
- WI
- WV
- WV
- WY
- WY
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

andrea.turriago@ubs.com

Andrea Arias Turriago

7272 Wisconsin Avenue,Bethesda,MD,20814
Henry Podlaszewski Jr.

Director

Supervisory Officer
View bio
- DC
- PA
Home Worker PA
Home Worker PA, PA 000

jrhenry.podlaszewski@ubs.com

Henry Podlaszewski Jr.

Home Worker PA,Home Worker PA,PA,000
Jaclyn Bellini

Associate Director

Sales Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

jaclyn.bellini@ubs.com

Jaclyn Bellini

1501 K Street North West,Washington, D.C.,DC,20005
Sandy Watson

Director
View bio
- PA
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

sandra.k.watson@ubs.com

Sandy Watson

1735 Market Street,Philadelphia,PA,19103
Steven Pelzer

Director

Branch Operations Manager
View bio
- DC
- DE
- FL
- GA
- MD
- NC
- NJ
- NY
- PA
- SC
- VA
- WV
Responsibilities

I am the Market Operations Manager for this market. I have a team of two Assistant Operations Managers and four Service Associates. We are responsible for insuring that all industry rules, regulations and requirements are followed for most non-trade related transactions.

Professional History

I’ve been with UBS since 2006 and have been in this industry since I got my first job out of college working at Alex Brown and Sons, Inc. I have also worked at Morgan Stanley. Most of my time has been spent in various departments within Operations, but I did spend several years working in Stock Loan and a year in Government Trading.

Education

I have a Bachelor of Science degree from Towson University.

Licenses & Certifications

I have the Series 7, 9, 10 and Series 66 FINRA licenses.

Personal

I live with my wife just north of Baltimore, Maryland. We have three kids and two grandchildren. I enjoy great music (if you need tips, just ask), photography and fantasy sports. I am diehard Liverpool Football Club (Premier League Soccer), Baltimore Orioles and Baltimore Ravens fan as well as rooting for the Penguins and Flyers in hockey. I am trying to become a published author, writing suspense and thrillers.
Home Worker MD
Home Worker MD, MD 000

steve.pelzer@ubs.com

Steven Pelzer

Home Worker MD,Home Worker MD,MD,000
Cynthia Perdue

Trade & Processing Specialist
View bio
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

cynthia.perdue@ubs.com

Cynthia Perdue

7272 Wisconsin Avenue,Bethesda,MD,20814

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Lasting relationships

Pursuing your goals together

Julie Fox

Jacob Shine

Jennifer Glenn

M. Sean Blevins

Andrea Arias Turriago

Henry Podlaszewski Jr.

Jaclyn Bellini

Sandy Watson

Steven Pelzer

Cynthia Perdue