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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • adams

    Mariam Adams

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • KY
    • MA
    • MD
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA

    Mariam is the founder of The Adams Group, a financial advisory practice in NYC and part of the Philadelphia DC Wealth Management Market. As a first generation American and the daughter of Afghan and Uzbek immigrants, she understands firsthand the barriers many marginalized communities face in building wealth. Her mission is to bridge this gap by providing financial education, strategic guidance, and wealth-building opportunities to individuals, foundations, and non-profits who have historically been excluded from traditional financial systems.

    With a deep commitment to empowering clients, Mariam prioritizes building strong relationships while teaching them how to make their money work smarter. Most of her clients represent or serve marginalized communities, and she's acutely aware of the systemic challenges they encounter. Through personalized strategies, she helps them navigate these obstacles—whether it’s optimizing investments, managing cash flow, or securing funds for growth.

    Mariam’s dedication to financial empowerment extends beyond her advisory work. She has been featured in media outlets such as Barron’s and U.S. News and World Report and serves on nonprofit boards that connect marginalized groups to community resources and financial tools. Recently she was named one of NY’s Top 100 LGBTQ+ Power Players by PoliticsNY.

    Mariam’s personal and professional journey is driven by the belief that financial literacy is a tool for equity—and she is committed to ensuring those who've been left out of the conversation have a seat at the table.

    Prior to UBS, Mariam was a lobbyist, securing financial contracts for reinvestment projects, and later transitioned to wealth management at Bank of America Merrill Lynch in 2014.

    Mariam has a master’s degree (University of Pennsylvania), and two undergraduate degrees (Northeastern University). She lives in the Hudson Valley with her wife and their two children. She enjoys hiking, running, and at-home karaoke with her family.

      • University of Pennsylvania, Master's degree
      • Northeastern University, Bachelor's degree
        1735 Market Street
        Mellon Bank Center
        Philadelphia, PA 19103
        mariam.adams@ubs.com
        Mariam Adams
        1735 Market Street,Philadelphia,PA,19103
      • albert

        G. Albert Ortiz

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CT
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MD
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • TN
        • TX
        • VA

        Al is an integral member of the Adams Group at UBS Financial Services, excelling in client service, business administration, and operations. His contributions have shaped the team’s service model, earning him recognition as one of the top associates in the country by the Retirement Services Group of America (RSGA).

        Al is also a sought-after speaker at industry events, focusing on enhancing client experience and the development and implementation of service models. Before joining UBS in 2024, Al started his career in financial management at Merrill Lynch in 2001, where he served as a liaison to the Director, recruiting candidates for the Advisor Training program. He later collaborated with the Office Management Team on several key initiatives, further honing his expertise in business operations and client service.

        Al is a seasoned professional with more than 25 years of industry experience and a degree in Accounting from Baruch College. Al grew up in New York City and currently resides in Orange County, NY, with his wife Aneta and their sons, Jayden and Jacob. He is an active participant in tournament softball, physical fitness, and martial arts training. Al also enjoys traveling with his family, exploring new destinations together.

              1735 Market Street
              Mellon Bank Center
              Philadelphia, PA 19103
              albert.ortiz@ubs.com
              G. Albert Ortiz
              1735 Market Street,Philadelphia,PA,19103
            • Mark McMillan

              Executive Director

              Regional Sales Director

              Mark McMillan became the UBS Asset Management Regional Director for the California Region in July 2005. In this capacity, he oversees the business development and client servicing for UBS Asset Management investment solutions, with a focus on delivering all of the capabilities and solutions of UBS Asset Management to Global Wealth Management in California.

              Starting in 1994, Mark began his career in San Francisco as a marketing specialist at G.T. Global Mutual Funds, pioneers in emerging market investing. He then joined the San Francisco boutique investment bank, Robertson Stephens, where he was a member of the team that built Robertson Stephens mutual funds. Following the acquisition of Robertson Stephens by Bank of America, Mark was given responsibility for the BofA Offshore family of Funds and worked closely with the Bank of America Private Bank and its international clients. Mark is active in the Los Angeles community and volunteers at Chrysalis in downtown Los Angeles, where he teaches courses on preparing low income and re-entry individuals key skills to secure jobs and economic independence.
            • Franka Schaeffler

              Franka Schaeffler

              Executive Director

              UHNW Investment Advisor WM

              Franka Schäffler is a Client Advisor servicing sophisticated IJHNW Latin American investors at UBS Switzerland AG in Zurich. She has twenty four years of wealth management experience specializing in advising and managing sizable fortunes of important Latin American families.

              Prior to joining UBS in 2009, Franka served as a Hedge Fund sales specialist responsible for Benelux, Spain, Latin America, and Scandinavian markets at Global Asset Management (GAM), a renowned Hedge Fund pioneer house. Before joining GAM, Franka held various positions at Merrill Lynch International Private Bank in Miami and Geneva.

              She holds a Magna cum Laude Bachelor Degree of Business Administration with an International Management major rom Oyo a Un'versity in New Orleans, USA and an MBA Degree from IE Business School in Madrid, Spain. She is additionally a Certified Wealth Management Advisor registered in Switzerland.

              Franka is fluent in German, Spanish, English, and French. She loves hiking, travelling, cooking, and volunteering at various organizations.

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              Nick Savinar

              Associate Director

              Advisory Sales Consultant

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              Cathy Des Jardins

              Executive Director

              Regional Sales Director, GWM Client Coverage

            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.

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            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

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