Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

Michele Burch-Lippincott, CFP, CPWA, CRPS, RMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
I have worked in the financial services industry for over 40 years and the past 20 have been with UBS Financial Services, Inc. My business focuses on long-term financial planning. I meet in person with clients to get a complete understanding of their goals, current assets, cash flow, and risk tolerance. Then we work together to build an investment strategy that suits their individual needs and comfort level. I believe that a solid portfolio incorporates diversified asset allocation, and it should be reevaluated at least annually.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Loyola University Maryland, MBA
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Plans Specialist℠
- Retirement Management Advisor®
- Wealth Advisor
307 International Circle
4th Floor
Hunt Valley, MD 21030

Michele Burch-Lippincott, CFP, CPWA, CRPS, RMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
I have worked in the financial services industry for over 40 years and the past 20 have been with UBS Financial Services, Inc. My business focuses on long-term financial planning. I meet in person with clients to get a complete understanding of their goals, current assets, cash flow, and risk tolerance. Then we work together to build an investment strategy that suits their individual needs and comfort level. I believe that a solid portfolio incorporates diversified asset allocation, and it should be reevaluated at least annually.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Loyola University Maryland, MBA
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Plans Specialist℠
- Retirement Management Advisor®
- Wealth Advisor
307 International Circle
4th Floor
Hunt Valley, MD 21030

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Multigenerational planning

Retirement planning

Investment management

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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