The right moves for your financial future

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Daniel F. Marcus is a Senior Vice President and Senior Portfolio Manager serving high net worth individuals through a customized investment process while navigating through the ever-changing financial decisions in their lives. He was recognized in Forbes Best In State advisors for the last three years.  Beginning 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 investment 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, alternative investments, estate planning, insurance, and lending services.

Dan is a graduate of the University of Maryland earning both a Finance and Accounting degree. He is happily married for over 16 years to his wife Patricia, has three children and resides in Washington D.C.

• 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.

• University of Maryland, B.S. Finance B.S. Accounting

• Portfolio Manager

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With more than 35 years of financial services industry experience, Sharon began her career in the 1980s as a Client Service Assistant and is currently a Senior Wealth Strategy Associate with UBS in the McLean, Virginia branch. 

Sharon is responsible for all aspects of client service and manages the day-to-day operations and administration for her team.  She provides exceptional client support and takes pride in going above and beyond for her clients.  Sharon cultivates personal relationships with her clients and enjoys getting to know each individual on a deeper level. She has a sincere appreciation for the many relationships she has had the privilege of building over the years. Sharon ensures a seamless client experience by facilitating a smooth account opening and transfer process, anticipating client needs and partnering with her team to address more complex client issues and needs. She draws on her vast experience and knowledge to continually improve and streamline procedures.

Sharon is a native of Northern Virginia and currently resides in Front Royal, Virginia. In her free time, she enjoys cooking and experimenting with new healthy recipes and exploring the beautiful backroads of the Shenandoah Valley.  She is an accomplished photographer and was previously an artist member of the Blue Ridge Arts Council.

Sharon studied at Liberty University in Lynchburg, Virgina.  She currently holds the FINRA Series 7, 63 and 65 certifications as well as the National Futures Association Series 31 certification.    

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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®