Lasting relationships. For all that matters

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 Gillen

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 Gillen

Client Associate
View bio
- 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 Mitchell

Client Associate
View bio
- 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

Donald Gillen

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 Gillen

Client Associate
View bio
- 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 Mitchell

Client Associate
View bio
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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As of 06/30/2024

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Lasting relationships. For all that matters

Pursuing your goals together

Donald Gillen

Mark Gillen

David Mitchell

Donald Gillen

Mark Gillen

David Mitchell

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Education

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