Let's move forward. Together.

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.

Start the planning conversation

Daniel H White CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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
Christopher K Hicks CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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
Roger Feldman

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
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
Bonita J Rodriguez

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
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
Laura R Michael

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
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

Daniel H White CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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
Christopher K Hicks CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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
Roger Feldman

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
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
Bonita J Rodriguez

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
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
Laura R Michael

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MN
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
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

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Let's move forward. Together.

Daniel H White CFP

Christopher K Hicks CFP

Roger Feldman

Bonita J Rodriguez

Laura R Michael