A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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
                • Brendan Graham

                  Brendan J. Graham

                  Executive Director

                  Market Director

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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

                  Brendan is responsible for leading Washington, D.C. Wealth Management, and co-leading Private Wealth Management as the Market Director. In this capacity, he brings together the firm's best in class resources, talent, and capabilities to create and sustain success for our clients in the Americas.  Combining the client focus of a boutique firm with the footprint, strength and expertise of the world's only truly global wealth manager, UBS is committed to being the office of choice for high net worth and ultra-high net worth clients and the financial advisors who serve them.

                  Brendan’s career at UBS began in 2012 in the firm's Graduate Talent Program, and after 2 years of rotating through various areas of the firm, took on his first assignment as a strategist on the Private Wealth Management Leadership Team. Four years later, he began his field management career as an Assistant Market Head, where he served for 2 years before becoming Branch Manager of the Philadelphia, Washington D.C., Hunt Valley, and Charlotte PWM offices. He was appointed Market Director of the Washington D.C. wealth management business in 2023.

                  Originally from Brooklyn, N.Y., Brendan graduated magna cum laude with honors in business from Tulane University. He holds his Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA.

                  Brendan and his wife Elizabeth live in Bethesda, Maryland, and in their spare time enjoy playing tennis, golf, reading, and trying out new restaurants.

                        1501 K Street North West
                        Suite 1100
                        Washington, D.C., DC 20005
                        brendan.graham@ubs.com
                        Brendan J. Graham
                        1501 K Street North West,Washington, D.C.,DC,20005
                      • Amy Bender

                        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
                            • Blevins Sean

                              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
                                  • 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
                                        • 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
                                              • 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
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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
                                                            • Robyn Wicks

                                                              Robyn Wicks

                                                              Associate Director

                                                              Admin Manager

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                                                              • AZ
                                                              • CA
                                                              • CT
                                                              • DC
                                                              • DE
                                                              • FL
                                                              • IL
                                                              • KY
                                                              • MA
                                                              • MD
                                                              • MT
                                                              • NJ
                                                              • NY
                                                              • PA
                                                              • SD
                                                              • TN
                                                              • VA

                                                              Responsibilities

                                                              Robyn Wicks is an Administrate Officer for our market, covering Washington, D.C., Hunt Valley and Charlotte. 

                                                              Professional History

                                                              Prior to joining the Leadership team, Robyn was the Team Administrator on a UBS PWM team for 6 years. She also spent a year working at a family office in Washington, D.C.

                                                              Education

                                                              Robyn received a Bachelor of Arts in Economics and Spanish from Denison University.

                                                              Licenses & Certifications

                                                              Robyn earned her CERTIFIED FINANCIAL PLANNER ™ designation from Georgetown University. She holds the Series 7, Series 66, Series 9 and Series 10 FINRA licenses.

                                                              Personal

                                                              When not working, Robyn is an avid tennis fan and loves traveling and cooking.  

                                                                    1501 K Street North West
                                                                    Suite 1100
                                                                    Washington, D.C., DC 20005
                                                                    robyn.wicks@ubs.com
                                                                    Robyn Wicks
                                                                    1501 K Street North West,Washington, D.C.,DC,20005
                                                                  • steve pelzer

                                                                    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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                                                                        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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