For each step in your family’s life

At The Boyle Anderson Group, we are a multigenerational family practice dedicated to working closely with you to create a fully integrated financial and retirement plan. We will help you explore opportunities to grow and preserve what you have built over time and prepare for potential obstacles.

We are a process-driven team, passionate about learning about you, your family and your values. Backed by the extensive resources of UBS, we provide a level of service, accountability and client education that can help empower you to make informed financial decisions for today, tomorrow and the generations to come.

Why work with us:

It all starts with planning. By listening closely and developing a comprehensive plan, we integrate investments, savings and liabilities.
We're a multigenerational team. We have the experience and perspective to offer financial education and insights specific to each generation.
We have successfully built long-lasting relationships. Our ongoing and consistent communication helps build trust and confidence.

Start the conversation

Our fundamental objective is to help our clients pursue their financial goals without undue risk.
- Boyle Anderson Group

Retirement planning

Helping to maintain your independence

Approaching or entering retirement, you may fear the possibility of outliving your savings. We can help ease your concerns by providing custom, strategies driven by your vision of a long, healthy and independent retirement.

401(k) rollovers. Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.
Long-term strategies. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.
Understanding the risks. For a long and healthy retirement, we will help you understand such influences as risk and investment time horizon, evaluate your insurance needs (including long-term care) and help you maximize your Social Security benefits.

“What's the number one worry about retirement? Running out of money. We'll work with you to develop a strategy that can give you confidence in the future.”

— Skip Anderson

Financial planning

Our integrated approach

What do you need to maintain your lifestyle? This simple question is the key to building a financial plan that evolves with your needs and helps you pursue your goals.

Retirement income planning. We will work with you to help preserve your lifestyle and livelihood in retirement.
Insurance review. Our team views insurance as a tool to help protect your family's assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
Liability management. We provide a wide range of lending options such as securities based loans, mortgages and commercial loans.
Education funding. Through the implementation and monitoring of college savings programs, we offer solutions that work with all your planning goals.
Trust and estate planning strategies. We have the experience and the resources to address the complexities of your estate, philanthropic and legacy planning goals.

“We always try to make things simple. Many clients come to us because the complexity of their financial lifes has outstripped their ability to manage it. We help you take control.”

— Elaine Flanigan

Investment management

Customized portfolios based on your priorities

By listening and aligning with your goals, we focus on investment strategies that help mitigate risk and build diversified portfolios across asset classes. With access to an open platform of premium financial solutions, along with a disciplined process, we help ensure we develop customized strategies based on highly-focused analysis.

Portfolio management. We build customized portfolios based on our comprehensive money manager due diligence and planning process. Our value-oriented approach allows for a diversified investment strategy.
Asset allocation. We help determine an asset allocation strategy appropriate to your goals. Prudent and disciplined, we offer an open platform of investment solutions so we can hone in on what's most appropriate to your retirement goals.
Tax-advantaged strategies. Our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.
Preserving multigenerational wealth. We understand the connections between wealth and family and we are positioned to address your family's wealth transfer and philanthropic needs.

“Without undo risk or unnecessary complications, we develop investment strategies that have the potential to patiently build and preserve wealth over time.”

— Chick Anderson

Long-lasting relationships

Services that help simplify your financial life

By offering high-touch service, and a time-tested process, we aim to be helpful in every aspect of your financial life. That's how we have builds long-lasting relationships.

Customized client service. Our entire team is highly accessible, offering consistent communication and ongoing reviews. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.
A focus on transparency. We work for you and always puts your needs first. Because we keep your best interests at heart, we put a premium of transparency, specifically about the actions we take, the information we provide and how we structure our fees.
Bringing together the best resources. By working closely with your tax, legal and insurance advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.

“We know that there are real people behind the numbers and investments who are counting on us for the helpful, personal service that simplifies their lives.”

— Ron Chesney

Alternative Investments

Explore Alternative Investment options

Alternative Investments

Paul "Skip" Anderson Jr.

Managing Director–Wealth Management
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Skip Anderson is a Managing Director–Wealth Management and co-founder of The Boyle Anderson Group at UBS. Prior to joining UBS in 2009, Skip spent the majority of his career at Legg Mason. He and his team provide comprehensive wealth management solutions—including in-depth investment research, custom asset allocation and tailored portfolio design—to individuals, families, and business owners. Helping clients reach their financial goals without taking undue risk has remained Skip's primary objective from the beginning.

Skip holds a bachelor's degree from the University of Maryland. Skip and his wife, Lynn, have 3 children and live in Bethesda. They enjoy nothing more than spending time with their grandchildren.
- More than 40 Years of Experience in the Financial Services Industry
- Series 7 - General Securities Representative
- Series 9 & 10 - General Securities Sales Supervisor
- Series 63 - Uniform Securities State Agent
- Series 65 - Investment Advisor Representative
- Life, Health and Variable Annuities Licensed
- Barron's Top 1,200 Financial Advisors, 2019
  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, 2019, 2020, 2021, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Maryland, B.A. Political Science
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

skip.anderson@ubs.com

Paul "Skip" Anderson Jr.

7272 Wisconsin Avenue,Bethesda,MD,20814
Charles "Charlie" Anderson, CFP®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Charlie joined UBS in 2015. Prior to UBS, he worked in finance and accounting for Fannie Mae. Charlie earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Wake Forest University School of Business and the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management.

Charlie graduated from Wake Forest University with a B.S. degree in finance. Charlie lives in Bethesda with his wife, Brooke and their children, Jack and Maggie.
- CERTIFIED FINANCIAL PLANNER™
- Certified Private Wealth Advisor®
- Series 7 Licensed - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, health and variable annuities licensed
- Forbes Best-in-State Wealth Advisors, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Wake Forest University, B.S. Finance
- CERTIFIED FINANCIAL PLANNER
- Certified Private Wealth Advisor®
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

charlie.anderson@ubs.com

Charles "Charlie" Anderson, CFP®, CPWA®

7272 Wisconsin Avenue,Bethesda,MD,20814
Elaine Flanigan, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Elaine joined UBS in 2009. Prior to UBS, she held various roles at CitiGroup Smith Barney. Elaine earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has been the lead Planner on the Boyle Anderson Group since joining.

Elaine graduated from Florida Atlantic University with a B.A. in Psychology & Business Administration. Elaine lives in Mount Airy, MD with her husband Mike and two daughters.
- More than 25 Years of Experience in the Financial Services Industry
- CERTIFIED FINANCIAL PLANNER™
- Series 7 - General Securities Representative
- Series 9 & 10 - General Securities Sales Supervisor
- Series 24 - General Securities Principal
- Series 27 - Financial and Operations Principal
- Series 63 - Uniform State Exam
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health and Variable Annuities Licensed
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Florida Atlantic University, B.A. Psychology and Business Administration
- CERTIFIED FINANCIAL PLANNER
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elaine.flanigan@ubs.com

Elaine Flanigan, CFP

7272 Wisconsin Avenue,Bethesda,MD,20814
Ronald Chesney, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Ron joined UBS in 2009. Prior to UBS, Ron held various roles at Legg Mason & Smith Barney with the Boyle Anderson group. As a CERTIFIED FINANCIAL PLANNER™, he builds & maintains customized investment portfolios based on clients' needs and goals. He focuses on strategic asset allocation, estate & tax planning, and retirement income solutions.

Ron graduated from McDaniel College (formerly Western Maryland College) in 1994 with a Bachelor of Arts in Business Administration & Economics. He was a varsity soccer player at McDaniel and still holds the all-time career assist record and he played professional soccer for the Baltimore Bays from 94-98. He currently lives in Mount Airy, MD with his wife, Courtney, and four kids (Alyssa, Carter, Lauren & Callie).
- More than 25 Years Experience in the Financial Services Industry
- CERTIFIED FINANCIAL PLANNER™
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities State Agent
- Series 65 - Investment Advisor Representative
- Life, Health and Variable Annuities Licensed
- Forbes Best-in-State Wealth Advisors, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- McDaniel College, B.A. Business Administration and Economics
- CERTIFIED FINANCIAL PLANNER
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

ronald.chesney@ubs.com

Ronald Chesney, CFP

7272 Wisconsin Avenue,Bethesda,MD,20814
John Young

Senior Vice President

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
John splits his time between Bethesda, Maryland and Palm Beach, FL. With more than 25 years in the industry he targets Non-Traditional strategies to create long term wealth, especially during tough economic times. John enjoys understanding Alternative and Private Investments, using UBS's global, comprehensive platform to offer sophisticated solutions. He is resolute in the belief that all high net worth and ultra-high net worth investors need to consider them as a meaningful part of their portfolios.

His oldest daughter works for a tech firm in Tysons, while the youngest just finished Georgetown and works for an OBGYN. When not at work or with family, he can be found on the golf course (one Ace), playing pickle ball at Congressional C.C. or playing croquet at the NCC in West Palm.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Maryland, Economics
- CERTIFIED FINANCIAL PLANNER
Estate planning strategies

Exit planning

Alternative investments

7272 Wisconsin Avenue
Floor 23
Bethesda, MD 20814

j.w.young@ubs.com

John Young

7272 Wisconsin Avenue,Bethesda,MD,20814
Charles "Chick" Anderson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Chick began his career in the financial services industry in 1972. With extensive knowledge of the financial markets and a passion for analysis, Chick is able to translate the complexities of the stock markets into clear and practical sense for our clients. Chick builds customized investment portfolios to reflect a client's unique needs, time horizons, and other priorities, including cash flow needs. He studies the capital markets, market trends, asset allocation and portfolio design. His portfolio management services are especially attractive to investors who have an interest in sustainable investing and who want to proactively consider the positive or negative social and environmental effects of their underlying investments and who are motivated by opportunities to drive positive change. Chick pursues high-quality companies we believe can sustain high returns on operating capital while at the same time are free from tobacco, alcohol, adult entertainment, gambling, controversial weapons or firearms. Chick has considerable experience with faith-based investing for clients who want to realize good returns without compromising their religious or moral values.
- Over 50 Years of Experience in the Financial Services Industry
- Bachelor of Science, Business and Public Administration, University of Maryland, 1970
- Series 1 - General Securities Representative
- Series 9 & 10 - General Securities Sales Supervisor
- Series 63 - Uniform Securities State Agent
- Series 65 - Investment Advisor Representative
- Life, Health, Variable Annuities and Long Term Care Insurance Licensed
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Maryland, B.S. Business and Public Administration
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

chick.anderson@ubs.com

Charles "Chick" Anderson

7272 Wisconsin Avenue,Bethesda,MD,20814

Kelly DiMaggio, CFP®

Senior Wealth Strategy Associate
View bio
- DC
- MD
- VA
Kelly joined UBS in 2012 and has worked with the Boyle Anderson Group her entire career. Kelly earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Pepperdine University School of Business.

Kelly and her husband live in Annapolis, MD and actively volunteer for the American Heart Association and the Adult Congenital Heart Association.
- B.S. - Dickinson College
- More than 10 Years of Experience in the Financial Industry
- Series 7 Licensed - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, health and variable annuities licensed
- Dickinson College, B.S.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

kelly.dimaggio@ubs.com

Kelly DiMaggio, CFP®

7272 Wisconsin Avenue,Bethesda,MD,20814
Maria Brown

Client Associate
View bio
- DC
- MD
- VA
Maria joined the Boyle Anderson group in 2005 and is the lead client relationship manager on the team. She focuses on delivering exceptional client service and strives to untangle the complicated and frustrating tasks client's face in their financial lives. She has built strong relationships with clients through a deep understanding of their complex situations. She has a unique ability to provide solutions to client's problems before the client is aware those problems exist. Maria is fluent in two languages: English and Korean. She enjoys spending her free time with her four sons and two grandchildren.
- 18 Years of Client Service Experience in the Financial Industry
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities State Agent
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

maria.brown@ubs.com

Maria Brown

7272 Wisconsin Avenue,Bethesda,MD,20814
Amy Pogorelc

Client Associate
View bio
As a Client Service Associate, Amy focuses on delivering exceptional client service and strives to build strong relationships with clients by understanding their financial and personal situations. She has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the high level of dedicated service they deserve. She handles all client administrative matters in our day-to-day business, builds relationships with our clients and ensures their concerns and needs are accurately addressed with her positive attitude, kind and cheerful disposition.

Amy joined UBS in 2022 after proudly spending 21 years as a stay-at-home-mom, raising her 2 children, Halle and Jack, along with her husband, Ted, here in Bethesda. She graduated with a BA in Art History from Denison University and received her BS in Nursing from Columbia University.

In her free time, Amy enjoys spending time with family and friends, cooking and traveling. She can also be found visiting her daughter in New York City or on the golf course rooting on her son, a member of the Boston College Men’s golf team.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

amy.pogorelc@ubs.com

Amy Pogorelc

7272 Wisconsin Avenue,Bethesda,MD,20814

Paul "Skip" Anderson Jr.

Managing Director–Wealth Management
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Skip Anderson is a Managing Director–Wealth Management and co-founder of The Boyle Anderson Group at UBS. Prior to joining UBS in 2009, Skip spent the majority of his career at Legg Mason. He and his team provide comprehensive wealth management solutions—including in-depth investment research, custom asset allocation and tailored portfolio design—to individuals, families, and business owners. Helping clients reach their financial goals without taking undue risk has remained Skip's primary objective from the beginning.

Skip holds a bachelor's degree from the University of Maryland. Skip and his wife, Lynn, have 3 children and live in Bethesda. They enjoy nothing more than spending time with their grandchildren.
- More than 40 Years of Experience in the Financial Services Industry
- Series 7 - General Securities Representative
- Series 9 & 10 - General Securities Sales Supervisor
- Series 63 - Uniform Securities State Agent
- Series 65 - Investment Advisor Representative
- Life, Health and Variable Annuities Licensed
- Barron's Top 1,200 Financial Advisors, 2019
  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, 2019, 2020, 2021, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Maryland, B.A. Political Science
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

skip.anderson@ubs.com

Paul "Skip" Anderson Jr.

7272 Wisconsin Avenue,Bethesda,MD,20814
Charles "Charlie" Anderson, CFP®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Charlie joined UBS in 2015. Prior to UBS, he worked in finance and accounting for Fannie Mae. Charlie earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Wake Forest University School of Business and the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management.

Charlie graduated from Wake Forest University with a B.S. degree in finance. Charlie lives in Bethesda with his wife, Brooke and their children, Jack and Maggie.
- CERTIFIED FINANCIAL PLANNER™
- Certified Private Wealth Advisor®
- Series 7 Licensed - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, health and variable annuities licensed
- Forbes Best-in-State Wealth Advisors, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Wake Forest University, B.S. Finance
- CERTIFIED FINANCIAL PLANNER
- Certified Private Wealth Advisor®
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

charlie.anderson@ubs.com

Charles "Charlie" Anderson, CFP®, CPWA®

7272 Wisconsin Avenue,Bethesda,MD,20814
Elaine Flanigan, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Elaine joined UBS in 2009. Prior to UBS, she held various roles at CitiGroup Smith Barney. Elaine earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has been the lead Planner on the Boyle Anderson Group since joining.

Elaine graduated from Florida Atlantic University with a B.A. in Psychology & Business Administration. Elaine lives in Mount Airy, MD with her husband Mike and two daughters.
- More than 25 Years of Experience in the Financial Services Industry
- CERTIFIED FINANCIAL PLANNER™
- Series 7 - General Securities Representative
- Series 9 & 10 - General Securities Sales Supervisor
- Series 24 - General Securities Principal
- Series 27 - Financial and Operations Principal
- Series 63 - Uniform State Exam
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health and Variable Annuities Licensed
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Florida Atlantic University, B.A. Psychology and Business Administration
- CERTIFIED FINANCIAL PLANNER
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elaine.flanigan@ubs.com

Elaine Flanigan, CFP

7272 Wisconsin Avenue,Bethesda,MD,20814
Ronald Chesney, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Ron joined UBS in 2009. Prior to UBS, Ron held various roles at Legg Mason & Smith Barney with the Boyle Anderson group. As a CERTIFIED FINANCIAL PLANNER™, he builds & maintains customized investment portfolios based on clients' needs and goals. He focuses on strategic asset allocation, estate & tax planning, and retirement income solutions.

Ron graduated from McDaniel College (formerly Western Maryland College) in 1994 with a Bachelor of Arts in Business Administration & Economics. He was a varsity soccer player at McDaniel and still holds the all-time career assist record and he played professional soccer for the Baltimore Bays from 94-98. He currently lives in Mount Airy, MD with his wife, Courtney, and four kids (Alyssa, Carter, Lauren & Callie).
- More than 25 Years Experience in the Financial Services Industry
- CERTIFIED FINANCIAL PLANNER™
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities State Agent
- Series 65 - Investment Advisor Representative
- Life, Health and Variable Annuities Licensed
- Forbes Best-in-State Wealth Advisors, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- McDaniel College, B.A. Business Administration and Economics
- CERTIFIED FINANCIAL PLANNER
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

ronald.chesney@ubs.com

Ronald Chesney, CFP

7272 Wisconsin Avenue,Bethesda,MD,20814
John Young

Senior Vice President

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
John splits his time between Bethesda, Maryland and Palm Beach, FL. With more than 25 years in the industry he targets Non-Traditional strategies to create long term wealth, especially during tough economic times. John enjoys understanding Alternative and Private Investments, using UBS's global, comprehensive platform to offer sophisticated solutions. He is resolute in the belief that all high net worth and ultra-high net worth investors need to consider them as a meaningful part of their portfolios.

His oldest daughter works for a tech firm in Tysons, while the youngest just finished Georgetown and works for an OBGYN. When not at work or with family, he can be found on the golf course (one Ace), playing pickle ball at Congressional C.C. or playing croquet at the NCC in West Palm.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Maryland, Economics
- CERTIFIED FINANCIAL PLANNER
Estate planning strategies

Exit planning

Alternative investments

7272 Wisconsin Avenue
Floor 23
Bethesda, MD 20814

j.w.young@ubs.com

John Young

7272 Wisconsin Avenue,Bethesda,MD,20814
Charles "Chick" Anderson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Chick began his career in the financial services industry in 1972. With extensive knowledge of the financial markets and a passion for analysis, Chick is able to translate the complexities of the stock markets into clear and practical sense for our clients. Chick builds customized investment portfolios to reflect a client's unique needs, time horizons, and other priorities, including cash flow needs. He studies the capital markets, market trends, asset allocation and portfolio design. His portfolio management services are especially attractive to investors who have an interest in sustainable investing and who want to proactively consider the positive or negative social and environmental effects of their underlying investments and who are motivated by opportunities to drive positive change. Chick pursues high-quality companies we believe can sustain high returns on operating capital while at the same time are free from tobacco, alcohol, adult entertainment, gambling, controversial weapons or firearms. Chick has considerable experience with faith-based investing for clients who want to realize good returns without compromising their religious or moral values.
- Over 50 Years of Experience in the Financial Services Industry
- Bachelor of Science, Business and Public Administration, University of Maryland, 1970
- Series 1 - General Securities Representative
- Series 9 & 10 - General Securities Sales Supervisor
- Series 63 - Uniform Securities State Agent
- Series 65 - Investment Advisor Representative
- Life, Health, Variable Annuities and Long Term Care Insurance Licensed
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Maryland, B.S. Business and Public Administration
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

chick.anderson@ubs.com

Charles "Chick" Anderson

7272 Wisconsin Avenue,Bethesda,MD,20814
Kelly DiMaggio, CFP®

Senior Wealth Strategy Associate
View bio
- DC
- MD
- VA
Kelly joined UBS in 2012 and has worked with the Boyle Anderson Group her entire career. Kelly earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Pepperdine University School of Business.

Kelly and her husband live in Annapolis, MD and actively volunteer for the American Heart Association and the Adult Congenital Heart Association.
- B.S. - Dickinson College
- More than 10 Years of Experience in the Financial Industry
- Series 7 Licensed - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, health and variable annuities licensed
- Dickinson College, B.S.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

kelly.dimaggio@ubs.com

Kelly DiMaggio, CFP®

7272 Wisconsin Avenue,Bethesda,MD,20814
Maria Brown

Client Associate
View bio
- DC
- MD
- VA
Maria joined the Boyle Anderson group in 2005 and is the lead client relationship manager on the team. She focuses on delivering exceptional client service and strives to untangle the complicated and frustrating tasks client's face in their financial lives. She has built strong relationships with clients through a deep understanding of their complex situations. She has a unique ability to provide solutions to client's problems before the client is aware those problems exist. Maria is fluent in two languages: English and Korean. She enjoys spending her free time with her four sons and two grandchildren.
- 18 Years of Client Service Experience in the Financial Industry
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities State Agent
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

maria.brown@ubs.com

Maria Brown

7272 Wisconsin Avenue,Bethesda,MD,20814
Amy Pogorelc

Client Associate
View bio
As a Client Service Associate, Amy focuses on delivering exceptional client service and strives to build strong relationships with clients by understanding their financial and personal situations. She has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the high level of dedicated service they deserve. She handles all client administrative matters in our day-to-day business, builds relationships with our clients and ensures their concerns and needs are accurately addressed with her positive attitude, kind and cheerful disposition.

Amy joined UBS in 2022 after proudly spending 21 years as a stay-at-home-mom, raising her 2 children, Halle and Jack, along with her husband, Ted, here in Bethesda. She graduated with a BA in Art History from Denison University and received her BS in Nursing from Columbia University.

In her free time, Amy enjoys spending time with family and friends, cooking and traveling. She can also be found visiting her daughter in New York City or on the golf course rooting on her son, a member of the Boston College Men’s golf team.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

amy.pogorelc@ubs.com

Amy Pogorelc

7272 Wisconsin Avenue,Bethesda,MD,20814

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Paul "Skip" Anderson Jr.

Charles "Charlie" Anderson, CFP®, CPWA®

Elaine Flanigan, CFP

Ronald Chesney, CFP

John Young

Charles "Chick" Anderson

Kelly DiMaggio, CFP®

Maria Brown

Amy Pogorelc

Paul "Skip" Anderson Jr.

Charles "Charlie" Anderson, CFP®, CPWA®

Elaine Flanigan, CFP

Ronald Chesney, CFP

John Young

Charles "Chick" Anderson

Kelly DiMaggio, CFP®

Maria Brown

Amy Pogorelc

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A leader in wealth management

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