Experience

Makes all the difference

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.

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

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
  • WI
  • WV

Recognized as an industry leader:

  • 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, 2022, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Loyola University Maryland, MBA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist℠
  • Retirement Management Advisor®
  • Wealth Advisor
307 International Circle
4th Floor
Hunt Valley, MD 21030

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