Let's move forward. Together.

Charles Drew Group

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.

  • Charles Drew

    Charles Drew CPFA, C(k)P, CIMA, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • FL
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NY
    • OH
    • PA
    • SC
    • TX
    • UT
    • VA

        • Chartered Retirement Planning Counselor
        • Certified 401(k) Professional
        • Certified Plan Fiduciary Advisor (CPFA)
        • Certified Investment Management Analyst®
        1501 K Street North West
        Suite 1100
        Washington, D.C., DC 20005
        Charles.drew@ubs.com
        Charles Drew CPFA, C(k)P, CIMA, CRPC
        1501 K Street North West,Washington, D.C.,DC,20005
      • Bennett Kavlick

        Bennett Kavlick

        Financial Advisor

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        • DC
        • MD
        • MI
        • OH
        • PA
        • VA
        • WA

              1501 K Street NW
              Washington, DC 20005
              bennett.kavlick@ubs.com
              Bennett Kavlick
              1501 K Street NW,Washington,DC,20005
            • Matthew Tomczuk

              Matthew Tomczuk

              Financial Advisor

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              • DC
              • MD
              • PA
              • VA

                    1501 K Street NW
                    Washington, DC 20005
                    matthew.tomczuk@ubs.com
                    Matthew Tomczuk
                    1501 K Street NW,Washington,DC,20005
                  • Justin Hatch

                    Justin Hatch

                    Client Associate

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                            1501 K Street NW
                            Washington, DC 20005
                            justin.hatch@ubs.com
                            Justin Hatch
                            1501 K Street NW,Washington,DC,20005
                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          A leading global wealth manager

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                          Support and resources

                          The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                          Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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