Global insight. Opportunities worldwide.

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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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.

  • Dan Egbert

    Daniel Egbert

    Branch Manager

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      Dan Egbert, Executive Director, serves as the Branch Manager of the UBS Financial Services
      office in Washington, DC. With nearly 25 years in the wealth management business, Dan is
      responsible for leading an amazing group of women and men whose main goal is to provide
      unparalleled advice and service in assisting clients achieve their investment objectives and financial goals. In this capacity, Dan leverages his wide breadth and depth of experience, as well as unique insights, in bringing together all of the firm’s resources and capabilities on behalf of UBS clients.

      Prior to this role Dan served in a multitude of capacities with UBS, including Branch Sales Manager, Complex Resident Manager and Divisional Recruiting Officer. Dan holds FINRA Series 3, 7, 9, 10, and 66 licenses, in addition to licenses for Life, Accident and Health Insurance. Dan graduated with a degree in business management from William Paterson University in Wayne, New Jersey, where he was a member of the 1996 Division III National Championship baseball team.

      Dan currently resides in Potomac Falls, Virginia with his wife and their three children. Dan is an avid sports fan and has completed eight marathons, along with numerous triathlons, including the 2006 Florida Ironman. In his free time he enjoys spending time with his family, golf, running and coaching youth sports teams.

            1501 K Street NW, Suite 1100
            Washington, DC 20005
          • Sharlene Samuel

            Sharlene Samuel

            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
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV
            • WY

            Beginning her career nearly 30 years ago on the foreign currency options trading desk of a Wall Street investment banking firm, Sharlene Samuel now leads a team of Supervisory Officers who ensure that all industry and firm policy changes are clearly communicated and implemented. She and her team focus on proactive risk management and supervision of the UBS Washington, D.C. Market.

            Sharlene graduated from Pace University with a bachelor‘s degree in international management with a minor in French. She is an avid potter who spends much of her spare time creating wheel-thrown functional pots for daily use.

                  1501 K Street North West
                  Suite 1100
                  Washington, DC 20005
                • Mark Livoti

                  Mark Livoti

                  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

                  Mark Livoti joined UBS Financial Services Inc. in 2007 and has worked in various operational and administrative roles in the D.C. Market. Mark currently works as the Market Administrative Manager, serving as the liaison between the East Division and the Washington D.C. Market to provide resources, oversight and support for local managers, Financial Advisors and support personnel. He served as co-chair for the 2015/16 Administrative Manager Advisory Council and is Series 7, 66, 9 and 10 licensed.

                  Mark received a B.S. in management from George Mason University in Fairfax, VA, and currently resides in Owings, MD with his wife, Elise, and children, Grady and Scarlett.

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

                        Andrea Turriago

                        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
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                              Linda Nelson

                              Client Associate

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                                      1501 K Street North West
                                      Suite 1100
                                      Washington, DC 20005
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                                      Gianna Ruffino

                                      Client Associate

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                                      • AL
                                      • AZ
                                      • CA
                                      • CO
                                      • CT
                                      • DC
                                      • DE
                                      • FL
                                      • GA
                                      • HI
                                      • ID
                                      • IL
                                      • IN
                                      • KS
                                      • KY
                                      • LA
                                      • MA
                                      • MD
                                      • ME
                                      • MI
                                      • MN
                                      • MO
                                      • NC
                                      • NJ
                                      • NM
                                      • NV
                                      • NY
                                      • OH
                                      • OK
                                      • OR
                                      • PA
                                      • RI
                                      • SC
                                      • SD
                                      • TN
                                      • TX
                                      • UT
                                      • VA
                                      • VT
                                      • WA
                                      • WI
                                      • WV
                                      • WY

                                            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

                                          Global leader

                                          UBS is a world-leading wealth manager

                                          $10 billion

                                          USD invested in 100% sustainable portfolios4

                                          4ubs.com/Impact/2/2020