The right moves for your financial future

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Mountains road
  • Daniel

    Daniel Marcus

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • DC
    • DE
    • FL
    • GA
    • HI
    • IN
    • MA
    • MD
    • NC
    • NJ
    • NY
    • OR
    • PA
    • TN
    • TX
    • VA
    • WV

    Daniel F. Marcus is a Senior Vice President and Portfolio Manager serving high net worth individuals through a customized investment process while navigating through the ever-changing financial decisions in their lives. In 2021 he was recognized as a member of the Director's Council.

    Dan joined UBS Financial Services in 2001 as a Financial Advisor and with over 31 years of investment experience offers wealth management advice through a customized approach.

    He began his professional career as a Certified Public Accountant (CPA) and has worked for the prestigious accounting firm of KPMG. As a CPA, Dan focused on financial, tax, and advisory consulting services.

    Dan's first focus is on the establishment of a strong relationship and understandings of the unique aspects for each client's financial situation. He then continues to work closely with clients to develop a comprehensive investment strategy tailored to each individual's needs. Dan's services include portfolio management, asset allocation, the creation of portfolios developed with both research and technical analysis, estate planning, insurance, and lending services.

    He is a graduate of University of Maryland where he earned both a Finance and Accounting degree. Currently he is happily married to his wife Patricia, has three children and resides in Washington D.C.

    • Forbes Best-in-State Wealth Advisors, 2022The 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.

    • University of Maryland, B.S. Finance B.S. Accounting
    • Portfolio Manager
    1800 Tysons Blvd
    5th Floor, Suite 550
    Mclean, VA 22102
  • Robertson_Taylor

    Taylor Robertson

    Client Associate

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    • CA
    • DC
    • FL
    • IL
    • MA
    • MD
    • NC
    • NY
    • SC
    • TX
    • VA

    Taylor joined The Marcus Wealth Management Group in 2020 as a Client Service Associate. Taylor’s focus is on making sure every client feels valued and to make sure no question ever goes unanswered. Taylor also works to implement the teams marketing strategies.

    Taylor got his love for business through working at his father’s Ledo Pizza Restaurants. Taylor learned from his father the essence of hard work and customer service, which has translated greatly into the Wealth Management field.

    Taylor Earned his B.S. in Finance from The University of Maryland, where he also was a member of the Senate. Taylor grew up in Frederick, MD and currently resides in Arlington, VA. He holds both the Series 7 and Series 66 licenses. 

     

      • University of Maryland, B.S. Finance
        1800 Tysons Blvd
        5th Floor, Suite 550
        Mclean, VA 22102
      • Marguerite

        Marguerite Conroy Hodgkins, CFP

        Senior Wealth Strategy Associate

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • LA
        • MA
        • MD
        • MI
        • MN
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • SC
        • TX
        • VA
        • WA

        In 2013, Congress had failed to pass the national budget bill on time, and as a result the nonprofit sector I was working in came to a standstill. I decided to look for a new career, but it was hard to find a job in Washington, DC. I talked my way into UBS, emphasizing that I was hardworking and really good with numbers. As it turns out, it was more important that I was good with people.

        For the next eight years, I worked as a Client Service Associate on a wealth management team
        in Washington, DC, working closely with my advisors to learn the business from the bottom up. I began to realize that we were most successful when we developed close relationships with our clients and were able to create comprehensive financial plans for them.

        In 2019, I achieved the CERTIFIED FINANCIAL PLANNER™ designation and began focusing on holistic financial planning for clients. Today, I use my planning skills along with my Series 7 and 66 securities licenses, and my licenses for life, accident, and health insurance and annuity
        products to deliver comprehensive planning for clients. So, while my calls may run long and our conversations cover a VERY wide variety of topics, they all lead to uncovering what matters most for clients' financial futures. As Warren Buffet once said, "Someone is sitting in the shade today because someone planted a tree a long time ago."

        My bachelor’s degree is in Political Science from the College of Charleston. I live with my husband, Leland, and our dog, Eleanor, in Annapolis, MD

          • College of Charleston , B.S. Political Science
          • CERTIFIED FINANCIAL PLANNER™
          1501 K Street North West
          Suite 1100
          Washington, DC 20005

        How can you be more certain in an uncertain market?

        Let's put your plan in place, for today, tomorrow and for generations to come

        You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

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        As of 06/30/2022

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