Your life. Your wealth. Your future.

Pursue what matters most

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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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.

  • Grantham Myers

    Grantham Myers, CFP®, CPWA®

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
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    • IL
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    Grant is a Certified Private Wealth Advisor® having successfully completed a rigorous program of study at the University Of Chicago Booth School Of Business.   The CPWA designation is an advanced credential designed for wealth managers who advise ultra-high-net-worth clients.  Grant is also a Certified Financial Planner™ and oversees the team's financial planning process. He specializes in implementing wealth management strategies for ultra-high net worth individuals and families. His process-driven approach provides a high level of flexibility and ensures that client goals are the primary drivers of their portfolio allocations. Grant also manages a model equity portfolio that can include individual equities, exchange-traded funds and mutual funds. 

    A native of Washington D.C., Grant has nearly two decades of industry experience.  Prior to joining UBS in 2008, he practiced as a Certified Financial Planner® with Morgan Stanley beginning in 2002.  In 2000 before becoming an investment professional, Grant applied his biochemistry and scientific background working on the Human Genome Project at Celera Genomics in Rockville, MD. Grant received his Bachelor of Science from Dickinson College

    • Barron's Top 1,200 Financial Advisors, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Dickinson College, B.S.
    • Private Wealth Advisor
    • Certified Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    • Wealth Advisor
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
    grantham.myers@ubs.com
    Grantham Myers, CFP®, CPWA®
    1501 K Street North West,Washington, D.C.,DC,20005
  •  Stephen Gammicchia

    Stephen Gammicchia

    Wealth Management Associate

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    • AZ
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    Steve focuses on providing exceptional service to our clients. He is responsible for team operations and executing client requests including fund transfers, order entries and account maintenance. Steve is also responsible for scheduling, organizing and documenting client meetings.

    Steve has over 35 years of industry experience, including 12 at UBS. Prior to joining UBS in 2009, Steve was a vice president in the alternative investment department at Ferris, Baker Watts, Inc. He holds Series 7, 66 and 31 securities licenses. Steve received his B.F.A. from Wayne State University in Detroit, MI.

      • Wayne State University, B.F.A.
        Home Worker MI
        Home Worker MI, MI 000
        stephen.gammicchia@ubs.com
        Stephen Gammicchia
        Home Worker MI,Home Worker MI,MI,000
      • Nathania headshot

        Nathania Allison

        Client Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NY
        • OH
        • PA
        • RI
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WY

        Nathania Allison is our Client Service Associate responsible for team administration and clients' day-to-day service needs, including money transfers, account opening and maintenance, client scheduling and more. With a background in the mortgage industry, Nathania knows how to deliver quality results while being attentive to her clients' every need. She has a passion for people and building relationships.

        Nathania graduated from the University of North Carolina at Chapel Hill with a degree in Mathematics and Global Economics and Development. She holds Series 7 and 66 securities licenses.

          • University of North Carolina at Chapel Hill, Mathematics, Global Studies: 2016 - 2020
            1501 K Street North West
            Suite 1100
            Washington, D.C., DC 20005
            nathania.allison@ubs.com
            Nathania Allison
            1501 K Street North West,Washington, D.C.,DC,20005

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