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.

Co-workers in a lobby

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.

  • Jake Shine

    Jacob Shine

    Director

    Market Head

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    • 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
        • Andrea Turriago

          Andrea Arias Turriago

          Director

          Admin Manager

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          • 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

                1800 Tysons Blvd
                5th Floor, Suite 550
                Mclean, VA 22102
                andrea.turriago@ubs.com
                Andrea Arias Turriago
                1800 Tysons Blvd,Mclean,VA,22102
              • Henry P

                Henry Podlaszewski Jr.

                Director

                Supervisory Officer

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                • 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
                    • Cynthia Perdue

                      Cynthia Perdue

                      Trade & Processing Specialist

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                              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.

                            Three generations in apple orchard

                            Turn possibilities into a plan

                            House View Monthly

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                            A leading global wealth manager

                            Fausto

                            Tariffs, volatility and your portfolio

                            Are you ready?

                            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                            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

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