Financial planning and beyond

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.

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Michael Brick

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
James "Jim" Polcaro

Financial Advisor

Senior Vice-President - Wealth Management
View bio Industry recognition
- 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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
Christopher Casey

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- 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 French

Assistant Vice President

Client Associate
View bio
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 Wong

Senior Wealth Strategy Associate
View bio
- AL
- 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
- WY
- CERTIFIED FINANCIAL PLANNER®
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elliot.wong@ubs.com

Elliot Wong

7272 Wisconsin Avenue,Bethesda,MD,20814

Michael Brick

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
James "Jim" Polcaro

Financial Advisor

Senior Vice-President - Wealth Management
View bio Industry recognition
- 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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
Christopher Casey

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- 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 French

Assistant Vice President

Client Associate
View bio
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 Wong

Senior Wealth Strategy Associate
View bio
- AL
- 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
- WY
- CERTIFIED FINANCIAL PLANNER®
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elliot.wong@ubs.com

Elliot Wong

7272 Wisconsin Avenue,Bethesda,MD,20814

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

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

Financial planning and beyond

Michael Brick

James "Jim" Polcaro

Christopher Casey

Kimberly French

Elliot Wong