An experienced and committed team

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Justin Hatch

Client Associate

Justin is a Registered Client Associate who began his career in the financial services industry in 2018 and joined UBS in 2023.

He is committed to fostering strong client relationships and providing guidance that helps clients achieve their financial goals.

In his free time, Justin enjoys being active outdoors, spending time with his wife, son, and golden retriever, and is actively involved in his local church.

1501 K Street NW
Washington, DC 20005

Email Me

justin.hatch@ubs.com
Justin Hatch
1501 K Street NW,Washington,DC,20005

Our resources

  • Scott Nevin

    Director

    WMA Salesperson

    Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley.
  • Javier Ruiz

    Director

    Structured Solutions Consultant

    Javier is responsible for education Financial Advisors on the benefits and risk considerations associated with incorporation Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market-leading Open Architecture platform including implementation of portfolio and tactical strategies based on WM Research and the current market environment.
  • Christopher McCullough

    Executive Director

    Wealth Planning Strategist

    Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

    - Estate and multi-generational planning
    - Retirement income and cash flow analysis
    - Business continuity and succession planning
    - Retirement plans and employee benefits
    - Risk and liability management planning
    - Charitable giving strategies
    - Executive compensation and benefit strategies
    - Special Needs & Disability Planning

    Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

    Past experience
    Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

    Education and credentials
    Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

    Life
    Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.
  • Alexander Devereaux, Product Specialist (EE)

    Wealth Planner

    As a Wealth Planner, Alex is responsible for providing technical as well as consultative planning services to Financial Advisors and their teams. These services help guide client conversations around topics such as retirement planning, risk management, investment planning, and estate planning.

    Prior to his current role, Alex worked as a Wealth Planning Associate (WPA) in the Los Angeles area. There he worked as an extension of the LA Market’s management team providing financial planning services to the LA region. He worked closely with Private Wealth and Wealth Management teams across multiple branches.

    Alex graduated from New York University, where he majored in Dramatic Writing and minored in Film Production. He also has a Masters of Science in Business Analytics from the University of California, Irvine. He is fully licensed with his Series 7 and Series 66 licenses from FINRA and is a Certified Financial Planner®, an Accredited Wealth Management Advisor TM, and an Accredited Asset Management Specialist TM.

    Alex currently resides in Charlotte, North Carolina.

  • Kirtana Patel

    Executive Director

    Life Insurance Planning Consultant

    As the Life Insurance Planning Consultant, Kirtana is responsible to provide Financial Advisors and their clients with objective advice on life insurance plan design, strategies, and implementation. Through a comprehensive financial plan, Kirtana offers guidance to clients on topics such as estate planning, life insurance, retirement planning, and long-term care.

    Kirtana has 15 years of experience in the Life Insurance & Financial Services industry. Kirtana began her career in financial services with various life insurance companies such as Northwestern Mutual and Guardian Life. This led to her most notably working at Merrill Lynch Bank of America whereby she was the UHNW Wealth Structuring Insurance Specialist covering 3000 FAs. Prior to joining UBS, Kirtana was a General Agent herself working at Crump Life, Truist Financial as a Regional Insurance Specialist.

    She earned her degree in Economics and Statistics at Rutgers University and has obtained her Series 7 and 66 securities licenses as well as her life insurance and annuity licenses. In addition, Kirtana has earned her CFP® designations. Kirtana currently resides in New Jersey with her husband and three boys.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings