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

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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

Insights