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 Directorā€“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

dan.white@ubs.com

Daniel H White CFP

500 East Pratt Street,Baltimore,MD,21202
Christopher K Hicks CFP

Managing Directorā€“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 PLANNERĀ®
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 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

roger.feldman@ubs.com

Roger Feldman

500 East Pratt Street,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

bonita.rodriguez@ubs.com

Bonita J Rodriguez

500 East Pratt Street,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

laura.r.michael@ubs.com

Laura R Michael

500 East Pratt Street,Baltimore,MD,21202

Daniel H White CFP

Managing Directorā€“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

dan.white@ubs.com

Daniel H White CFP

500 East Pratt Street,Baltimore,MD,21202
Christopher K Hicks CFP

Managing Directorā€“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 PLANNERĀ®
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 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

roger.feldman@ubs.com

Roger Feldman

500 East Pratt Street,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

bonita.rodriguez@ubs.com

Bonita J Rodriguez

500 East Pratt Street,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

laura.r.michael@ubs.com

Laura R Michael

500 East Pratt Street,Baltimore,MD,21202

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

US equity market outlook

A leading global wealth manager

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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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

Daniel H White CFP

Christopher K Hicks CFP

Roger Feldman

Bonita J Rodriguez

Laura R Michael

*

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Education

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Education

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Turn possibilities into a plan

US equity market outlook

A leading global wealth manager

ElectionWatch 2024

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