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.

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    Brendan Graham

    Executive Director

    Branch Manager

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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

          1735 Market Street
          Mellon Bank Center
          Philadelphia, PA 19103
        • Vanessa Alonzo

          Vanessa Alonzo

          Executive Director

          Branch Manager

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          • DC
          • FL
          • MD
          • NJ
          • VA

                7272 Wisconsin Avenue
                23rd Floor
                Bethesda, MD 20814
              • David Vincent Roy

                David Roy

                Executive Director

                Branch Manager

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                • CA
                • CO
                • DC
                • DE
                • FL
                • IL
                • MA
                • MD
                • MI
                • NC
                • NH
                • NJ
                • NY
                • OH
                • PA
                • SD
                • TX
                • UT
                • VA
                • WY

                      1800 Tysons Blvd
                      5th Floor, Suite 550
                      Mclean, VA 22102
                    • John L. Ahearn III

                      John L. Ahearn III

                      Senior Vice President–Wealth Management

                      Branch Manager

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                      • AL
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • IA
                      • IL
                      • IN
                      • KY
                      • MA
                      • MD
                      • MO
                      • MS
                      • MT
                      • NC
                      • NJ
                      • NY
                      • OR
                      • PA
                      • RI
                      • TX
                      • UT
                      • VA
                      • WI
                      • WV

                            3 Park Place
                            Suite 300
                            Annapolis, MD 21401
                          • Mark C. Livoti

                            Mark Livoti

                            Director

                            Market Administrative 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

                                  1501 K Street North West
                                  Suite 1100
                                  Washington, DC 20005
                                • Andrea Turriago

                                  Andrea Turriago

                                  Director

                                  Admin Manager

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                                  • CA
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • MA
                                  • MD
                                  • ME
                                  • NC
                                  • NY
                                  • PA
                                  • VA
                                  • WV

                                        1501 K Street North West
                                        Suite 1100
                                        Washington, DC 20005

                                      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.

                                      What did the Fed say?

                                      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 ubs.com/wealthway.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager

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