The right moves for your financial future

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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.

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  • Bruce

    Bruce A. Neal

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NY
    • 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, DC 20005
    • Marguerite Hodgkins

      Marguerite C. Hodgkins, CFP®

      Senior Wealth Strategy Associate

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • MI
      • MN
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • SC
      • TX
      • VA
      • WA

      In 2013, Congress had failed to pass the national
      budget bill on time, and as a result the nonprofit
      sector I was working in came to a standstill. I
      decided to look for a new career, but it was hard
      to find a job in Washington, DC. I talked my way
      into UBS, emphasizing that I was hardworking
      and really good with numbers. As it turns out, it
      was more important that I was good with people.
      For the next eight years, I worked as a Client
      Service Associate on a wealth management team
      in Washington, DC, working closely with my advisors to learn the
      business from the bottom up. I began to realize that we were most
      successful when we developed close relationships with our clients and
      were able to create comprehensive financial plans for them.
      In 2019, I achieved the CERTIFIED FINANCIAL PLANNER™ designation
      and began focusing on holistic financial planning for clients. Today, I
      use my planning skills along with my Series 7 and 66 securities licenses,
      and my licenses for life, accident, and health insurance and annuity
      products to deliver comprehensive planning for clients. So, while my
      calls may run long and our conversations cover a VERY wide variety of
      topics, they all lead to uncovering what matters most for clients'
      financial futures. As Warren Buffet once said, "Someone is sitting in
      the shade today because someone planted a tree a long time ago."
      My bachelor’s degree is in Political Science from the College of
      Charleston. I live with my husband, Leland, and our dog, Eleanor, in
      Annapolis, MD.

            1501 K Street North West
            Suite 1100
            Washington, DC 20005
          • Gianna Ruffino

            Gianna Ruffino

            Client Associate

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV
            • WY

                  1501 K Street North West
                  Suite 1100
                  Washington, DC 20005

                What did the Fed say?

                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