Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Empty office space

Michael Phillips

Vice President–Wealth Management

Michael is passionate about helping families plan, manage, and protect their wealth. He successfully navigated clients through three economic recessions, the Internet boom and bust, the September 11th attacks, the red hot housing market of 2001 to 2007, the financial meltdown of 2008 and the stagnant economy and roller coaster stock market we are living through today. His bachelor's degree in economics is from St. Mary's College and lives with his wife and two sons in Edgewater Maryland.

Registered States:
  • AR
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • KY
  • MD
  • MN
  • NC
  • NV
  • NY
  • TX
  • UT
  • VA
  • WA

Education

  • B.A., Economics, St. Mary's College of Maryland
500 East Pratt Street
11th Floor
Baltimore, MD 21202
  • (410) 576-3268

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

Insights