Wealth advice for your life's goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Four people meeting in glass office

Hallie Lee

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
  • WV

Credentials

  • CERTIFIED FINANCIAL PLANNER™
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
  • (301) 718-4791

Email Me

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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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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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