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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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  • Daniel H White

    Daniel H White CFP

    Managing Director–Wealth Management

    Financial Advisor

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    Daniel H. White is a Managing Director and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the U.S. Naval Academy, George Washington University, and the Merrill Wharton School Financial Consultants Program. Prior to joining UBS, Dan began his career in wealth management in 1994. Dan strives to assist clients in developing long-term investment plans. He lives in Severna Park, Maryland, where he is active in various civic organizations. Dan has two sons, Mitchell and Brooks. (CA License # 0E54536)

          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202
          dan.white@ubs.com
          Daniel H White CFP
          500 East Pratt Street,Baltimore,MD,21202
        • Christopher K Hicks

          Christopher K Hicks CFP

          Managing Director–Wealth Management

          Financial Advisor

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          Christopher K. Hicks is Managing Director and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Chris graduated from Guilford College in 1992 with a degree in economics. He focuses on corporate retirement benefits, implementing the high-net-worth strategies of the group, investment planning, and investment manager selection. Chris also works closely to assist families with disabilities. Chris currently serves on the board of the Johns Hopkins Pediatric Oncology Advisory Board and is active in local community charities. He lives in Lutherville, Maryland, with his two daughters, Casey and Courtney. (CA License # 4178780)

              • CERTIFIED FINANCIAL PLANNER™
              500 East Pratt Street
              11th Floor
              Baltimore, MD 21202
              chris.hicks@ubs.com
              Christopher K Hicks CFP
              500 East Pratt Street,Baltimore,MD,21202
            • roger

              Roger Feldman

              Financial Advisor

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              Roger Feldman is a Certified Exit Planning Advisor (CEPA) with The Anchor Wealth Management Team at UBS Financial Services. With over 40 years of experience, his focus has always been helping his clients achieve their long-term financial goals. With his Team he works with business owners and their retirement plans so they can become educated and confident with both their succession plans and investment decisions. He also works with plan participants/members as they navigate their retirement journey. Roger has a good understanding of what is important to contractors along with their trusted employees and families.

              Roger with his wife, Cyndy, reside in Arnold, MD. They have 2 grown sons who live in CA and MA.

                    500 East Pratt Street
                    11th Floor
                    Baltimore, MD 21202
                    roger.feldman@ubs.com
                    Roger Feldman
                    500 East Pratt Street,Baltimore,MD,21202
                  • Bonita J Rodriguez

                    Bonita J Rodriguez

                    Senior Client Associate

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                    Bonita J. Rodriguez is a Senior Client Service Associate with over twenty five years of industry experience. Often the first point of contact, Bonita handles day-to-day operations with personal care and provides first-class service. She attended Southern University. She and her husband live in Towson, Maryland with their son, Diego.

                          500 East Pratt Street
                          11th Floor
                          Baltimore, MD 21202
                          bonita.rodriguez@ubs.com
                          Bonita J Rodriguez
                          500 East Pratt Street,Baltimore,MD,21202
                        • Laura R Michael

                          Laura R Michael

                          Senior Client Associate

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                          Laura R. Michael is a Senior Client Service Associate with over twenty years of industry experience. She assists clients with a wide breadth of daily needs. She graduated with honors from AACC in 2006 with an Associates Degree in Business Management. Laura currently lives with her family in Dundalk, Maryland.

                                500 East Pratt Street
                                11th Floor
                                Baltimore, MD 21202
                                laura.r.michael@ubs.com
                                Laura R Michael
                                500 East Pratt Street,Baltimore,MD,21202

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