Financial planning and beyond

Team Photo

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Plans

  • Mike

    Michael Brick

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024The 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.

    • Syracuse University
      7272 Wisconsin Avenue
      23rd Floor
      Bethesda, MD 20814
      michael.brick@ubs.com
      Michael Brick
      7272 Wisconsin Avenue,Bethesda,MD,20814
    • Jim

      James "Jim" Polcaro

      Financial Advisor

      Senior Vice-President - Wealth Management

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY

      Originally from Vermont, Jim started his financial services career in 2004 with independent advisory firm Pinnacle Financial Corporation, where he helped members of the Vermont Bar Association with their financial planning needs. Jim joined UBS Headquarters in the NYC area in 2006 before moving to Maryland to work as an analyst and later a financial advisor, eventually joining forces with Charley Hutson.  Jim is an accredited Portfolio Manager at UBS which enables him to act always in the best interest of his clients.

      His extensive experience in the industry enables Jim to deliver quality service. As part of the team's emphasis on service, Jim focuses on personalized investment strategies, financial planning, and insurance needs. He welcomes the opportunity to partner with a client’s estate planning attorney and CPA to ensure the team meets all of their objectives.

      Jim is avid outdoorsman and enjoys spending time with his two children, Lilah and Hunter, and his wife Kate.  They are always seeking out new adventures.

      • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The 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.

        • Senior Vice-President - Wealth Management
        • Senior Portfolio Manager
        7272 Wisconsin Avenue
        23rd Floor
        Bethesda, MD 20814
        jim.polcaro@ubs.com
        James "Jim" Polcaro
        7272 Wisconsin Avenue,Bethesda,MD,20814
      • Chris

        Christopher Casey

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER™

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        • AK
        • AK
        • AL
        • AL
        • AR
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • GA
        • HI
        • IA
        • ID
        • ID
        • IL
        • IN
        • IN
        • KS
        • KS
        • KY
        • KY
        • LA
        • MA
        • MD
        • ME
        • ME
        • MI
        • MI
        • MN
        • MN
        • MO
        • MS
        • MS
        • MT
        • MT
        • NC
        • ND
        • ND
        • NE
        • NE
        • NH
        • NH
        • NJ
        • NM
        • NM
        • NV
        • NV
        • NY
        • OH
        • OK
        • OK
        • OR
        • PA
        • RI
        • RI
        • SC
        • SD
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        After moving to Northern Virginia in 2015, Chris began working at Cardinal Bank, where he held several positions, including as a customer service associate on the wealth management team. Cardinal was later acquired by United Bank, where Chris expanded his experience in wealth management before transitioning to UBS in 2018. Chris was drawn to UBS by the full service approach that its advisors take to their clients, and as a wealth planning associate he focused on in depth financial planning for many of the firm’s teams. In 2021, Chris joined Jim and Charley and is looking forward to providing the utmost level of service to the team’s clients.

        Originally from the Boston area, Chris lives in Northern Virginia with his wife, Ellen. When not in the office, you can find Chris at the golf course or experimenting with new recipes. Chris’s lifelong passion for baseball led him to play at the college level at Johns Hopkins University and he now coaches for a local team in DC.

        • Forbes Best-in-State Wealth Management Teams, 2024The 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.

        • Johns Hopkins University
        • CERTIFIED FINANCIAL PLANNER™
        1501 K Street North West
        Suite 1100
        Washington, DC 20005
        christopher-za.casey@ubs.com
        Christopher Casey
        1501 K Street North West,Washington,DC,20005
      • Kimberly

        Kimberly French

        Assistant Vice President

        Client Associate

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          With a degree in retail management from Penn State, a previous career managing an upscale boutique and experience in cemetery administration, Kimberly French has a particular knack for helping clients—at their most fashionable moments and at their most fragile. Couple that with her near 30-year history at UBS—15 of which was spent as the lead administrator for the entire Bethesda branch—and Kimberly has the wherewithal to tackle any client need, question or issue that comes her way. Moreover, her passion for working with people from all walks of life shines through in each client conversation.

          Adept at keeping her team on task and working efficiently in the office, Kimberly manages to do the same at home in Frederick, MD. When she's not with her husband, children and grandchildren, she can be found riding her horse, Crunchy, or honing her photography skills.

            • Pennsylvania State
              7272 Wisconsin Avenue
              23rd Floor
              Bethesda, MD 20814
              kimberly.french@ubs.com
              Kimberly French
              7272 Wisconsin Avenue,Bethesda,MD,20814
            • Elliot

              Elliot Wong

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • KY
              • MA
              • MD
              • MI
              • MO
              • NC
              • NJ
              • NY
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI
              • WV

                  • CERTIFIED FINANCIAL PLANNER™
                  7272 Wisconsin Avenue
                  23rd Floor
                  Bethesda, MD 20814
                  elliot.wong@ubs.com
                  Elliot Wong
                  7272 Wisconsin Avenue,Bethesda,MD,20814

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