A plan for today, tomorrow and generations to come

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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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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.

  • Vitali Nazlymov - Profile Photo

    Vitali Nazlymov

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • VI
    • WA

    Senior Portfolio Manager, First Vice President, Financial Advisor – Vitali joined UBS in 2013 after spending eleven years at Morgan Stanley. Prior to Morgan Stanley, he co-managed the $2.5B Johns Manville Asbestos Trust, where he pursued the CFA (Chartered Financial Analyst) charter. To better serve the needs of private investors, Vitali also earned the Certified Financial Planner (CFP®) designation. Vitali holds several additional designations – Investment Consultant issued by the Wharton Business School and International Wealth Specialist. In 2011, Vitali earned CPM (Certified Portfolio Manager) designation from the Academy of Certified Portfolio Managers and Columbia University. Vitali has an MBA in Finance from University of Missouri and a B.A. in Economics with Honors from the Pennsylvania State University. He started his education at Moscow Linguistics University. Vitali resides in Bethesda with his wife and two children.

      • Pennsylvania State University, B.A. in Economics with Honors
      • University of Missouri, MBA in Finance
      • Chartered Financial Analyst®
      • Senior Portfolio Manager
      7272 Wisconsin Avenue
      23rd Floor
      Bethesda, MD 20814
      Vitali Nazlymov
      7272 Wisconsin Avenue,Bethesda,MD,20814

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