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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.

  • Patrick Guarnieri

    Patrick Guarnieri

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September 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
    • Elliot Wong Profile Photo

      Elliot Wong

      Wealth Management Associate

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      • 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

            7272 Wisconsin Avenue
            23rd Floor
            Bethesda, MD 20814

          Are markets going "Back to the Future"?

          Debt ceiling and inflation

          Tree

          Exceptional financial strength and stability

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager