Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Bruce A. Neal

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Boston University
  • Virginia Commonwealth University

Credentials

  • Wealth Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

Email Me

bruce.neal@ubs.com
Bruce A. Neal
1501 K Street North West,Washington, D.C.,DC,20005

Carrera Santiago

Wealth Planning Associate

Registered States:
  • NJ
  • PA
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

Email Me

carrera.santiago@ubs.com
Carrera Santiago
1735 Market Street,Philadelphia,PA,19103

Gianna Ruffino

Wealth Management Associate

Registered States:
  • 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

Email Me

gianna.ruffino@ubs.com
Gianna Ruffino
1501 K Street North West,Washington, D.C.,DC,20005

Our resources

  • 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.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings