Let's move forward. Together.

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.

Patrick Guarnieri

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MD
- MO
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WI
- WV
Patrick has 18 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.

Capabilities to impact your life and wealth

– Financial planning, including retirement income analysis with longevity, Monte Carlo, & stress testing

– Asset management, personalized and custom-made with access to institutional managed products and individual securities

– Retirement strategies such as NUA (Net Unrealized Appreciation), income generation, 'stretch' IRAs, risk mitigation

– Wealth Transfer, insurance review/analysis, LTC insurance alternatives, and education of your next generation

My professional achievements and education

– UBS Financial Services 2004 to present

– B.S. in Commerce, University of Virginia

– Landon School

Making a difference in my community

– Former Landon School Alumni Association Board

– Landon School class agent

– St. Thomas Apostle Church, Chair of Finance Council

– Proud supporter of St. Jude's Children's Hospital, Little Sisters of the Poor, & other good causes

Outside the office

– Lives in Bethesda MD with his wife and two sons

– Member of the Edgemoor Club

– Enjoys tennis, platform tennis, cooking, antique textiles, and gardening
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- University of Virginia, B.S. Commerce
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

patrick.guarnieri@ubs.com

Patrick Guarnieri

7272 Wisconsin Avenue,Bethesda,MD,20814
Elliot Wong

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elliot.wong@ubs.com

Elliot Wong

7272 Wisconsin Avenue,Bethesda,MD,20814

Patrick Guarnieri

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MD
- MO
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WI
- WV
Patrick has 18 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.

Capabilities to impact your life and wealth

– Financial planning, including retirement income analysis with longevity, Monte Carlo, & stress testing

– Asset management, personalized and custom-made with access to institutional managed products and individual securities

– Retirement strategies such as NUA (Net Unrealized Appreciation), income generation, 'stretch' IRAs, risk mitigation

– Wealth Transfer, insurance review/analysis, LTC insurance alternatives, and education of your next generation

My professional achievements and education

– UBS Financial Services 2004 to present

– B.S. in Commerce, University of Virginia

– Landon School

Making a difference in my community

– Former Landon School Alumni Association Board

– Landon School class agent

– St. Thomas Apostle Church, Chair of Finance Council

– Proud supporter of St. Jude's Children's Hospital, Little Sisters of the Poor, & other good causes

Outside the office

– Lives in Bethesda MD with his wife and two sons

– Member of the Edgemoor Club

– Enjoys tennis, platform tennis, cooking, antique textiles, and gardening
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- University of Virginia, B.S. Commerce
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

patrick.guarnieri@ubs.com

Patrick Guarnieri

7272 Wisconsin Avenue,Bethesda,MD,20814
Elliot Wong

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elliot.wong@ubs.com

Elliot Wong

7272 Wisconsin Avenue,Bethesda,MD,20814

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.}

House View Monthly

A leading global wealth manager

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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

Let's move forward. Together.

Pursuing your goals together

Patrick Guarnieri

Elliot Wong