Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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
                • Amy B

                  Amy Bender

                  Director

                  Associate Market Executive

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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

                  Responsibilities

                  Amy is the Associate Market Executive covering specialty business in the Philadelphia DC Charlotte Market.  She works closely with the Independently Advised Brokerage Business and the Employee Stock Ownership Plan Business handling a variety of both daily and project related responsibilities. Amy uses her prior management experience to seek solutions that benefit the client while also mitigating risk.

                  Professional History

                  Since joining UBS in 2007, she has served in various branch leadership positions including Supervision, Operations and Administrative Manager.

                  Education

                  Amy received her degree in Business Administration from the University of Cincinnati.

                  Licenses & Certifications

                  Amy is FINRA Series 7, 65, 63, 9,10, and 3.  She is also licensed for Health and Life Insurance in the State of Ohio.

                  Personal

                  Amy lives with her husband and two children in Cincinnati.  She enjoys going to sporting events and attending concerts.

                        8044 Montgomery Road
                        The Towers At Kenwood
                        Cincinnati, OH 45236
                        amy.bender@ubs.com
                        Amy Bender
                        8044 Montgomery Road,Cincinnati,OH,45236
                      • Jenn 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

                              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
                                    Sean Blevins
                                    6100 Fairview Road,Charlotte,NC,28210
                                  • 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
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                                          Chris Hegerfeld

                                          Associate Director

                                          Supervisory Officer

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                                          • DC
                                          • NC

                                                Home Worker NC
                                                Home Worker NC, NC 000
                                                chris.hegerfeld@ubs.com
                                                Chris Hegerfeld
                                                Home Worker NC,Home Worker NC,NC,000
                                              • steve pelzer

                                                Steven Pelzer

                                                Director

                                                Branch Operations Manager

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                                                • DC
                                                • DE
                                                • FL
                                                • GA
                                                • MD
                                                • NC
                                                • NJ
                                                • NY
                                                • PA
                                                • SC
                                                • VA
                                                • WV

                                                      Home Worker MD
                                                      Home Worker MD, MD 000
                                                      steve.pelzer@ubs.com
                                                      Steven Pelzer
                                                      Home Worker MD,Home Worker MD,MD,000

                                                    A focus on personalized access and service

                                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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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.

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