Experience

As a Wealth Advisor, Patrick Adams delivers purposeful expertise through thoughtful planning and customized asset management strategies designed to help clients navigate complexity with confidence. With a career spanning more than three decades, Patrick focuses on the implementation and ongoing management of client portfolios and financial plans, applying disciplined, tax‑efficient strategies that balance individual equities and bonds to generate consistent cash flow and long‑term value.

He began his career in financial services in 1989 and brings decades of experience to portfolio construction and ongoing management. Patrick leverages managed platforms to thoughtfully integrate equities and fixed income, with an emphasis on maintaining tax efficiency while supporting clients’ income and growth objectives. He holds the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Senior Portfolio Manager designations, along with Series 3, 7, 63, 65, and Life & Health Insurance licenses.

Originally from Seattle, Washington, Patrick is a graduate of the University of Washington. He lives in Alexandria, Virginia with his wife, Kerry, and their twin daughters. Outside of the office, he enjoys fly fishing, hiking, and spending time outdoors with his family. Second to the birth of his twin daughters, Patrick’s fondest memory is dog sledding through Alaska’s Denali region with close friends.

Patrick has been recognized by Forbes as an America’s Best In State Wealth Advisor for Washington, D.C. from 2019 through 2025, by Washingtonian Magazine as a Top Wealth Advisor in 2016 and 2017, and by the Financial Times as one of the Top 400 Financial Advisors in the United States in 2015.

As a Wealth Advisor, Kristina delivers thoughtful coordination and operational expertise that helps clients stay on track and navigate the complexities of financial planning and investment implementation. She plays a key role in supporting both financial planning and portfolio management, working closely with clients to define and prioritize their financial objectives.

Kristina focuses on integrating investment products into well rounded, customized financial plans that align with each client’s goals. She holds Series 7 and 66 licenses, along with Life & Health Insurance licenses, and is a Certified Financial Planner™ (CFP®) professional. Kristina has been working in the financial services industry since 2005, bringing experience, organization, and consistency to every client relationship.

Originally from Boston, Massachusetts, Kristina earned her undergraduate degree from Bates College and a master’s degree from Boston College. She currently resides in Washington, D.C. with her husband, Matthew, and their three sons, William, Griffin, and Brooks.

Outside of the office, Kristina enjoys golf, skiing, and spending time with her family. One of her fondest memories is watching Paul McCartney perform “Hey Jude” live.

Alexis applies disciplined planning and strategic insight to help clients navigate complex financial decisions with clarity and confidence.

After relocating from South New Jersey, she earned a B.A. in English with minors in Spanish and Theater from Georgetown University, where she also served as goalkeeper for the women’s soccer team. Alexis later completed an online M.B.A. from the University of Maryland Global Campus, which allowed her to pursue her music career as the lead singer and rhythm guitarist in a rock band. Her favorite performance was at the legendary 9:30 Club in Washington, D.C. Today, instead of performing for large crowds, she plays Kidz Bop and Disney songs for her three young children.

Before entering financial services, Alexis was a certified Project Management Professional (PMP®) in the government contracting space. While grateful for that experience, she had an insatiable appetite for more and transitioned into the industry as a Registered Client Service Associate at Morgan Stanley Private Wealth Management, where she led marketing, business development, and alternative investments initiatives. In 2015, she joined UBS Financial Services as a Financial Advisor and earned her life and health insurance licenses along with the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations within five years.

Inspired by her father’s recovery from a freak accident in 2016, Alexis and her family support spinal cord and traumatic brain injury rehabilitation services, with an emphasis on the impact of art therapy in the recovery process.

Alexis has cage dived with great white sharks in South Africa and trekked through Madagascar to see lemurs in their natural habitat. She lives in Washington, D.C., with her husband, two sons, and daughter.

Before joining UBS full-time, Jaron interned with the firm in New York City while completing an honors degree in Finance, with a concentration in Risk & Insurance, from Howard University. Jaron has now been with the firm for a little over two years. He participated in our Global Wealth Management Graduate Talent Program based in New York City before making the transition back to Washington, D.C.

Jaron looks forward to building relationships with clients and leveraging his existing UBS network to better support the team. He is excited to deepen his knowledge of financial planning and portfolio management as he continues to grow alongside the group.

Originally from Richmond, VA, Jaron currently resides in Prince George’s County, Maryland where he enjoys spending time with family and friends, exercising, and fishing.

Prior to joining the team, Sophia spent a year and a half with Equitable Advisors, where she became fully licensed and developed a strong foundation in wealth management. She is a graduate of Fairfield University’s Dolan School of Business with a degree in Marketing and Management. Sophia draws on her industry experience to provide high level support for our daily operations and client service needs.

She is excited to grow her career with UBS and is committed to being a knowledgeable resource for our clients. Above all, she looks forward to building lasting relationships and delivering a high touch service experience for the families we serve.

Originally from Annapolis, MD, Sophia currently resides in Washington, D.C. and enjoys spending time with friends and family. Building on her experience as a collegiate lacrosse player, she also enjoys coaching youth lacrosse, exercising, and spending time outdoors.

Prior to joining the Washington, D.C. branch, Hanna worked with the UBS Wealth Advice Center in White Plains, NY. She graduated from the Catholic University of America where she studied finance. Originally hailing from Westchester, NY, she started looking for a change of pace with a touch of familiarity. This brought her back to Washington where she joined the branch management team. Having experienced different facets of the firm, she now supports K Street Partners as a Registered Client Service Associate.

Hanna prides herself in providing exceptional customer service and has a passion for problem solving. Hanna is focused on strengthening client relationships through her attention to detail, professionalism, and goal-oriented approach.

She currently resides in Arlington, VA. In her free time, Hanna enjoys cooking, drawing, and exploring the city.

Born and raised in Cuba, Jorge Lopez Balboa came to the United States to attend Georgetown University, where he studied accounting and finance. Upon graduation, he began what would become a more than 50-year career in the financial services industry, starting at Paine, Webber, Jackson & Curtis in Washington, D.C.

Jorge later found his professional home at Merrill Lynch, where he spent over 25 years managing more than $400 million in assets for institutions, nonprofits, endowments, and high net worth individuals. His experience spans multiple market cycles, providing him with a deep perspective on portfolio management and risk aware investment strategies. After retiring from the industry in 2001, Jorge quickly discovered that retirement was not for him.

Following several years devoted to golf and bird watching, Jorge returned to the industry in 2009 and joined UBS Financial Services. His decades of experience and long-term market insight continue to add meaningful perspective and value to the team’s wealth management practice, earning him the unofficial title of the “gray hair on the team.”

After being a Washingtonian for more than 50 years, Jorge and his wife have relocated to sunny Sarasota, Florida.