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 Director

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    • DC
    • MD
    • NC
    • NJ
    • NY
    • PA
    • VA

    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
        • Julie Fox

          Julie Fox

          Managing Director

          Market Executive

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            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
                • Emily Frenzel

                  Emily Frenzel

                  Executive Director

                  Associate Market Executive

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                  • AZ
                  • CA
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • MA
                  • MD
                  • MI
                  • NC
                  • NJ
                  • NY
                  • OH
                  • PA
                  • RI
                  • SC
                  • TX
                  • VA

                  Professional History

                  With over 15 years of experience at UBS, Emily Frenzel brings her energy, creativity and passion for the wealth management business as the Associate Market Executive for the Philadelphia DC Charlotte Wealth Management & Private Wealth Market.  

                  Emily has held a variety of roles at UBS and started her career in the home office as part of the Graduate Talent Program, a two-year rotational program designed to provide broad exposure to various business areas throughout UBS. In January 2010, she became the Chief of Staff for the Head of the Wealth Management Advisor Group before joining the White Plains Complex as their sales manager in August 2011. In 2014, Emily was named the Assistant Market Head for the Pennsylvania Market before she was promoted to become the Branch Manager of the Newtown, PA office in March 2017 and Complex Director for the Suburban Philadelphia Wealth Management region in January 2021. She transitioned to her current role in January 2023.

                  Emily is a member of the UBS Leadership Advisory Council, a national field leader advisory council guiding UBS in its aim to be the most client-focused wealth management firm in the Americas. In addition, she is the proud recipient of the 2019 inaugural Field Leadership Meeting Diversity Award and a member of the 2022 Leadership Council.  

                  Personal

                  Emily graduated cum laude from Bucknell University, where she was a 4-year starter on the women's golf team.

                  Emily recently moved to Charlotte, North Carolina where her husband Zach will completing his fellowship in Acute Care Surgery

                        6100 Fairview Road
                        Suite 900
                        Charlotte, NC 28210
                        emily.frenzel@ubs.com
                        Emily Frenzel
                        6100 Fairview Road,Charlotte,NC,28210
                      • Jennifer Glenn

                        Jennifer Glenn

                        Associate Director

                        Market Administrative Officer

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                        • PA

                              101 West Elm Street
                              Suite 200
                              Conshohocken, PA 19428
                              jennifer.glenn@ubs.com
                              Jennifer Glenn
                              101 West Elm Street,Conshohocken,PA,19428
                            • Sean Blevins

                              M. Sean Blevins

                              Director

                              Market Supervisory Officer

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                              • 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
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                                    Andrea Arias Turriago

                                    Director

                                    Admin Manager

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                                    • MD
                                    • VA

                                          7272 Wisconsin Avenue
                                          23rd Floor
                                          Bethesda, MD 20814
                                          andrea.turriago@ubs.com
                                          Andrea Arias Turriago
                                          7272 Wisconsin Avenue,Bethesda,MD,20814
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                                          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
                                              • Sandy Watson

                                                Sandy Watson

                                                Director

                                                Assistant Market Head

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                                                • PA

                                                      1735 Market Street
                                                      Mellon Bank Center
                                                      Philadelphia, PA 19103
                                                      sandra.k.watson@ubs.com
                                                      Sandy Watson
                                                      1735 Market Street,Philadelphia,PA,19103
                                                    • 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
                                                            • steve p

                                                              Steven Pelzer

                                                              Director

                                                              Branch Operations Manager

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                                                              • 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

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