Lasting relationships

Understanding what matters most to you

Three generation family walking on the beach

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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  • Andy Lee

    Andrew Barry Lee

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • TX
    • VA
    • WA
    • WY

    Andy is a non-practicing CPA and attorney who spent ten years in public accounting with Ernst & Young and PricewaterhouseCoopers prior to his current profession. He joined UBS in 2013 after spending seven years with Morgan Stanley and six years with A.G. Edwards & Sons in Washington, DC prior to that. Andy is an Accredited Asset Management Specialist (AAMS) and he received a B.A. in Accounting and Finance from Muhlenberg College, a J.D. from the Catholic University School of Law, and a LL.M. in Taxation from the Georgetown University School of Law. Andy resides in Bethesda, along with his better half and two children.

    California Insurance License number 0E55509

        • Senior Portfolio Manager
        7272 Wisconsin Avenue
        23rd Floor
        Bethesda, MD 20814

      A focus on personalized access and service

      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.


      UBS and Credit Suisse—stronger than ever

      Our Philosophy

      Our Philosophy


      A way forward

      How can you be more certain in an uncertain market?

      Let's put your plan in place, for today, tomorrow and for generations to come

      You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

      Backed by the strength of UBS

      A global leader in wealth management

      Global leader

      UBS is a world-leading wealth manager

      World's best bank

      for wealth management

      Euromoney Award for Excellence, 2020-2022


      ESG/Impact Investing

      Euromoney Private Banking and Wealth Management Survey, 2015-2022