Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Donald

    Donald Gillen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CO
    • DC
    • DE
    • FL
    • IN
    • MD
    • MI
    • MO
    • NC
    • NH
    • NY
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WV

    Don was born in Washington D.C. and grew up in Montgomery County Maryland. He has lived in Northern Virginia since 1984. After receiving a Masters of Business Administration degree from the University of Maryland, he worked for 3 plus years as a financial analyst at the Board of Governors of the Federal Reserve System in Washington D.C. Don has worked for UBS Financial Services since 1985. He and his wife Susan have three adult sons. Don enjoys going on walks with Susan, reading non-fiction, doing yard work, and classic movies. He is active in his church and has served as a deacon for about 15 of the last 18 years.

      • University of Maryland, M.B.A.
        1800 Tysons Blvd
        5th Floor, Suite 550
        Mclean, VA 22102
        donald.gillen@ubs.com
        Donald Gillen
        1800 Tysons Blvd,Mclean,VA,22102
      • Mark

        Mark Gillen

        Client Associate

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        • AR
        • AZ
        • CO
        • DC
        • DE
        • FL
        • IN
        • MD
        • MI
        • MO
        • NC
        • NH
        • NY
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WV

        Mark grew up in Northern Virginia. He graduated from George Mason University with a degree in Business Management, and is registered Series 7 and Series 66. He enjoys outdoors activities, watching movies, and oil painting. He is currently in charge of business development and marketing for our team.

          • George Mason University, Business Management
            1800 Tysons Blvd
            5th Floor, Suite 550
            Mclean, VA 22102
            mark.gillen@ubs.com
            Mark Gillen
            1800 Tysons Blvd,Mclean,VA,22102
          • David

            David Mitchell

            Client Associate

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY

            As the Registered Client Service Associate for the team, David serves as the primary point of contact for all clients. He is responsible for the team's day-to-day administrative and operational duties, client onboarding, and account processing. His exceptional organizational skills enable him to handle all client requests and resolve issues in a timely manner.  David earned a B.A. in Business Administration from San Diego State University.  He holds Series 7, 24 and 66 securities licenses.

            David lives in Aldie, VA with his wife and son. In his spare time, he enjoys spending time at the beach with family and playing golf.

              • San Diego State University, Business Administration
                1800 Tysons Blvd
                5th Floor, Suite 550
                Mclean, VA 22102
                david-za.mitchell@ubs.com
                David Mitchell
                1800 Tysons Blvd,Mclean,VA,22102

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              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

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              UBS is a leading and truly global wealth manager

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