How can you pursue what matters most?

Generational Family on Beach

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Four people meeting in glass office

  • Bruce

    Bruce A. Neal

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • DE
    • FL
    • GA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NY
    • PA
    • SC
    • VA
    • VT
    • WA

    Bruce Neal is the Lead Partner of The Neal Wealth Consulting Group.  As a Registered Investment Advisor with nearly three decades of experience, Bruce  focuses on developing comprehensive financial, estate and wealth management plans for corporate executives and entrepreneurs. Bruce has also provided progressive advisory solutions for corporations, ultra-high net worth clients, endowments, and foundations. As a seasoned Investment Advisor, Bruce has navigated a wide array of market environments to create tailored portfolios, investment solutions and capital allocation decisions to guide clients to their investment objectives. Bruce attended Boston University and graduated from Virginia Commonwealth University with a Bachelor of Science in Economics and Finance.

      • Boston University
      • Virginia Commonwealth University
      • Wealth Advisor
      1501 K Street North West
      Suite 1100
      Washington, D.C., DC 20005
      bruce.neal@ubs.com
      Bruce A. Neal
      1501 K Street North West,Washington, D.C.,DC,20005
    • Gianna Ruffino

      Gianna Ruffino

      Wealth Management Associate

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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • VA
      • WV

            1501 K Street North West
            Suite 1100
            Washington, D.C., DC 20005
            gianna.ruffino@ubs.com
            Gianna Ruffino
            1501 K Street North West,Washington, D.C.,DC,20005
          • Carrera Headshot

            Carrera Santiago

            Wealth Planning Associate

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            • NJ
            • PA

                  1735 Market Street
                  Mellon Bank Center
                  Philadelphia, PA 19103
                  carrera.santiago@ubs.com
                  Carrera Santiago
                  1735 Market Street,Philadelphia,PA,19103
                • Scott Nevin

                  Director

                  WMA Salesperson

                  Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley.
                • Julia Lajeunesse

                  Advisory Investment Specialist

                  Working with our Financial Advisors and their clients, Julia provides personalized investment advice, while leveraging research and portfolio management capabilities across all available resources at UBS. Taking into account individual preferences and risk profile, Julia helps our Advisors construct, implement and monitor advice-based investment solutions within the context of an overall wealth management process.
                • Javier Ruiz

                  Director

                  Structured Solutions Consultant

                  Javier is responsible for education Financial Advisors on the benefits and risk considerations associated with incorporation Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market-leading Open Architecture platform including implementation of portfolio and tactical strategies based on WM Research and the current market environment.

                Why does A.I. in space matter?

                Outlook on interest rates

                Tree

                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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