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.

  • Vanessa Alonzo

    Vanessa Alonzo

    Executive Director

    Branch Manager

    • image
    • image
    • image
    • DC
    • FL
    • MD
    • NJ
    • VA

    As the Branch Manager of the UBS Bethesda, Maryland office, Vanessa navigates the firm's resources to access all of the firm's wealth management capabilities and solutions, enabling Financial Advisors to best serve their clients' needs.

    Vanessa joined UBS as a Business Analyst at UBS Bank USA in Salt Lake City, UT, in January, 2005. She transferred to the firm's Wealth Management Headquarters in Weehawken, New Jersey in September, 2006 and has worked in various roles in the UBS Wealth Management Americas Banking Group.

    Vanessa holds a Masters of Business Administration with emphasis in finance from the University Of Utah David Eccles School Of Business. She lives in McLean, VA with her husband, Leif, and their four children.

          7272 Wisconsin Avenue
          23rd Floor
          Bethesda, MD 20814
        • Nicole Nydish

          Nicole Nydish


          Admin Manager

          • image
          • image
          • image
          • 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

                7272 Wisconsin Avenue
                23rd Floor
                Bethesda, MD 20814
              • Cynthia Perdue

                Cynthia Perdue

                Client Associate

                • image
                • image

                        7272 Wisconsin Avenue
                        23rd Floor
                        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.

                      US banking sector update: Where we are now

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      3.3 million

                      Vulnerable children
                      reached by the UBS Optimus
                      Foundation in 20192


                      $10 billion

                      USD invested in 100% sustainable portfolios4