Let's move forward. Together.

UBS reflection

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.

  • Charles Drew

    Charles Drew CPFA, C(k)P, CIMA, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NY
    • OH
    • PA
    • SC
    • TX
    • UT
    • VA

        • Chartered Retirement Planning Counselor
        • Certified 401(k) Professional
        • Certified Plan Fiduciary Advisor (CPFA)
        • Certified Investment Management Analyst®
        1700 M Street NW
        5th Floor
        Washington, D.C., DC 20036
        Charles.drew@ubs.com
        Charles Drew CPFA, C(k)P, CIMA, CRPC
        1700 M Street NW,Washington, D.C.,DC,20036
      • Matthew Tomczuk

        Matthew Tomczuk

        Financial Advisor

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        • DC
        • MD
        • PA
        • VA

        Matt is a Financial Advisor with The Charles Drew Group at UBS. He began his career with the team at Merrill Lynch as a Client Associate and, in October 2023, transitioned to UBS along with the rest of the group. As a next-gen advisor, Matt takes pride in helping his clients reach their financial goals by developing and implementing personalized wealth plans specific to their unique needs. He is dedicated to guiding clients through complex financial situations by providing high-quality service and meaningful advice.

        Matt and the team primarily focus on supporting multi-generational families, business owners, executives, and institutions in organizing, planning, and managing all aspects of their wealth. Their work often involves helping clients navigate intricate financial and retirement planning situations.

        Growing up, Matt was a multi-sport athlete with a passion for basketball, baseball, and golf. He ultimately chose to pursue baseball at the collegiate level and, in 2018, committed to The University of Lynchburg to continue his athletic career. At the start of his freshman year, he suffered a career ending injury and was forced to hang up his cleats. During his time at Lynchburg, Matt found a new passion for economics and in 2020, he transferred to Penn State University, where he graduated two years later with a Bachelor of Science degree in Economics.

        In his free time, Matt enjoys golfing, playing basketball, fly fishing and spending time with friends and family. He is an avid Penn State, Boston, and Pittsburgh sports fan.

        Education:

        University of Lynchburg: Business Administration 2018-2020

        Pennsylvania State University: Bachelor of Science in Economics 2020-2022

        Licenses & Certifications:

        SIE, Series 7, Series 66, and PA Life, Accident and Health Insurance

        Registered States: DC, VA, MD, PA

              1501 K Street NW
              Washington, DC 20005
              matthew.tomczuk@ubs.com
              Matthew Tomczuk
              1501 K Street NW,Washington,DC,20005
            • Justin Hatch

              Justin Hatch

              Client Associate

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                      1501 K Street NW
                      Washington, DC 20005
                      justin.hatch@ubs.com
                      Justin Hatch
                      1501 K Street NW,Washington,DC,20005
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

                    Texas

                    Texas flood relief

                    Support and resources

                    Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                    Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                    The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6 trn

                    UBS Group invested assets
                    As of 12/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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