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
    • Gianna Ruffino

      Gianna Ruffino

      Client Associate

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      • AL
      • AZ
      • CA
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      • CT
      • DC
      • DE
      • FL
      • GA
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      • LA
      • MA
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      • ME
      • MI
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            1501 K Street North West
            Suite 1100
            Washington, DC 20005

          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