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.

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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

    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
          • 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
                • 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
                            • Andrea Turriago

                              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
                                  • 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
                                        • Jaclyn Bellini

                                          Jaclyn Bellini

                                          Associate Director

                                          Sales Manager

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                                                  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

                                                  Sandy Watson

                                                  Director

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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
                                                      • 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
                                                            • 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

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                                                                    ElectionWatch 2024

                                                                    24 questions for the '24 US election

                                                                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                                                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                                                    Download the report

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