Let's move forward. Together.

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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.

Three Business people

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    Melvin Irvin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • Forbes Best-in-State Wealth Management Teams, 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.

        1800 Tysons Blvd
        5th Floor, Suite 550
        Tysons, VA 22102
        collier.irvin@ubs.com
        Melvin Irvin
        1800 Tysons Blvd,Tysons,VA,22102
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        Linda Paul, CRPC, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • Forbes Best-in-State Wealth Management Teams, 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.

            1800 Tysons Blvd
            5th Floor, Suite 550
            Tysons, VA 22102
            linda.paul@ubs.com
            Linda Paul, CRPC, CFP
            1800 Tysons Blvd,Tysons,VA,22102
          Three generations in apple orchard

          Turn possibilities into a plan

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          Mountain climbers on peak at sunrise

          A leading global wealth manager

          Two brothers. One inheritance.

          How will their story unfold?

          Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

          If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $7 trn

          UBS Group invested assets
          As of 12/31/2025

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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