A plan for today, tomorrow and generations to come

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the planning conversation

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.

Barry Haffner

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Barry Haffner has been a Financial Advisor for over 35 years and leads a team with more than a half-century of collective financial services experience. But those aren't the numbers by which Barry measures his success. Instead, he counts the number of client weddings he’s attended; the number of photographs he has, sharing in clients’ joy over a new vacation house or a college graduation; the number of clients who’ve placed their trust in his team for decades.

That’s not to say that numbers driven by experience and insights aren't important to Barry and to the comprehensive financial advice his team provides, but that the friends, families and memories behind those numbers matter far more. Thus, it’s no surprise that his wife, Dani, and children, Alex and Ilyssa, are top priorities for Barry—along with the relentless drive to be successful for them.

In the nearly four decades since Barry graduated from the University of Maryland and was hired by Paine Webber, UBS's predecessor firm, Barry has, indeed, succeeded. He works alongside a great team, which includes his son. And he recently celebrated more than 30 years of marriage by taking a tour of Europe and buying a vacation home overlooking Casco Bay in Maine.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Maryland
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

barry.haffner@ubs.com

Barry Haffner

1700 M Street NW,Washington, D.C.,DC,20036
Alex Haffner

Account Vice President

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Like many people, Alex Haffner spent his youth surrounded by family. And though he fondly recounts cheering alongside his dad at game seven of the 2009 Stanley Cup, his first memories are of his grandparents managing the family's Coca-Cola bottling plant. Later, Alex recalls spending hours with his father, discussing the workings of the stock market and closely following its ups and downs. These experiences not only instilled in him an entrepreneurial spirit, but also taught him the importance of hard work and the value of family traditions.

But tradition is not solely what drives Alex’s love of finance and the markets. While many his age would have filled their childhood portfolios with Disney, or MTV or the like, Alex explored newly-minted cloud computing and biotech companies. Perhaps it is this dichotomy—appreciating tradition while welcoming progress—that makes him particularly well-suited to provide financial guidance to the rising generations of wealthy families.

After earning a degree in finance from the University of Pittsburgh and acquiring an arguably unhealthy obsession with the Steelers and the Penguins, Alex landed in Washington, DC—just a few miles away from his family home in Potomac, Maryland. In his spare time, Alex enjoys working out and exploring new bourbon and beer spots throughout the city.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Pittsburgh, Finance
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

alex.c.haffner@ubs.com

Alex Haffner

1700 M Street NW,Washington, D.C.,DC,20036
Gianna Ruffino

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

gianna.ruffino@ubs.com

Gianna Ruffino

1700 M Street NW,Washington, D.C.,DC,20036

Barry Haffner

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Barry Haffner has been a Financial Advisor for over 35 years and leads a team with more than a half-century of collective financial services experience. But those aren't the numbers by which Barry measures his success. Instead, he counts the number of client weddings he’s attended; the number of photographs he has, sharing in clients’ joy over a new vacation house or a college graduation; the number of clients who’ve placed their trust in his team for decades.

That’s not to say that numbers driven by experience and insights aren't important to Barry and to the comprehensive financial advice his team provides, but that the friends, families and memories behind those numbers matter far more. Thus, it’s no surprise that his wife, Dani, and children, Alex and Ilyssa, are top priorities for Barry—along with the relentless drive to be successful for them.

In the nearly four decades since Barry graduated from the University of Maryland and was hired by Paine Webber, UBS's predecessor firm, Barry has, indeed, succeeded. He works alongside a great team, which includes his son. And he recently celebrated more than 30 years of marriage by taking a tour of Europe and buying a vacation home overlooking Casco Bay in Maine.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Maryland
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

barry.haffner@ubs.com

Barry Haffner

1700 M Street NW,Washington, D.C.,DC,20036
Alex Haffner

Account Vice President

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Like many people, Alex Haffner spent his youth surrounded by family. And though he fondly recounts cheering alongside his dad at game seven of the 2009 Stanley Cup, his first memories are of his grandparents managing the family's Coca-Cola bottling plant. Later, Alex recalls spending hours with his father, discussing the workings of the stock market and closely following its ups and downs. These experiences not only instilled in him an entrepreneurial spirit, but also taught him the importance of hard work and the value of family traditions.

But tradition is not solely what drives Alex’s love of finance and the markets. While many his age would have filled their childhood portfolios with Disney, or MTV or the like, Alex explored newly-minted cloud computing and biotech companies. Perhaps it is this dichotomy—appreciating tradition while welcoming progress—that makes him particularly well-suited to provide financial guidance to the rising generations of wealthy families.

After earning a degree in finance from the University of Pittsburgh and acquiring an arguably unhealthy obsession with the Steelers and the Penguins, Alex landed in Washington, DC—just a few miles away from his family home in Potomac, Maryland. In his spare time, Alex enjoys working out and exploring new bourbon and beer spots throughout the city.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Pittsburgh, Finance
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

alex.c.haffner@ubs.com

Alex Haffner

1700 M Street NW,Washington, D.C.,DC,20036
Gianna Ruffino

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

gianna.ruffino@ubs.com

Gianna Ruffino

1700 M Street NW,Washington, D.C.,DC,20036

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Building multicultural wealth, together

The good news is, you’re succeeding

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.}

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

51 countries

Our global footprint

More than 160 years

offering financial advice

A plan for today, tomorrow and generations to come

Pursuing your goals together

Barry Haffner

Alex Haffner

Gianna Ruffino