Lasting relationships. For all that matters

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Andrea began her financial services career at a time of record high interest rates, and for the past three decades has been guiding clients through the myriad of market cycles. As  founding member of the Nordell-Rubio Team, she is committed to principal preservation and growth. Strategic and tactical methodologies are employed to create and manage her clients’ customized portfolios based on their current circumstances and future goals.

She joined the former Paine Webber, predecessor to UBS, in 1988 after eight years as a vice president in the Washington, DC office Wheat, First Securities, Inc. Her expertise includes designing plans that incorporate estate planning and wealth transfer strategies, income generation, tax efficiency, philanthropy and education funding using the full resources of UBS. In addition to individuals, she works with companies on their retirement plans.

Andrea has multi-decade knowledge of the tech heavy Israeli market as an advisor to clients with that specific investment requirement.

Andrea holds a bachelor’s degree in Political Science from the City University of New York, and a master’s degree in Political History from Goddard College, Cambridge, MA. She is a member of professional and service organizations including Hadassah and The Galen Society of The Virginia Hospital Center.

Andrea has been selected to serve as a panelist for the New York Stock Exchange disciplinary hearings, an appointment she has held for the past 25 years.

She and her family live in Arlington, VA.

CA Insurance License # OC72260

• City University of New York, Poltical Science
• Goddard College, M.A. Political History

• Portfolio Manager

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A founding partner of The Nordell-Rubio Group, Mr. Rubio develops, implements, and manages financial plans to help clients pursue healthy financial lives.

Ken holds some of the most prestigious credentials in the industry. As a CERTIFIED FINANCIAL PLANNER TM, he helps clients maximize the impact of their financial resources. As a CHARTERED RETIREMENT PLAN SPECIALIST ®, he advices corporations on how to establish and manage employer-sponsored retirement plans, including 401(k)s, 403(b)s and SEP-IRAs. Additionally, as an ACCREDITED DOMESTIC PARTNER ADVISOR ®, he works with the LGBT community and domestic partners to overcome many of the financial challenges they face.

Prior to joining UBS, Ken co-managed the Corporate Executive Board Company's operation in Latin America, Spain and Portugal. Having specialized in the financial services arena, he collaborated with some of the best minds in the industry.

He graduated Cum Laude from Tech of Monterrey in Mexico and furthered his studies in finance and ethics at The University of San Diego. Fluent in Spanish, Portuguese, and English, he enjoys travelling with his family and friends to Mexico, Brazil and wherever else he can. He is also an active member of the Capital Area Gay and Lesbian Chamber of Commerce, a Certified PADI Scuba Diver, and is former president of the local chapter of his Alma Matter's alumni association, EXATEC DC.

CA Insurance License Number: 0E64688

• Technológico de Monterrey, Cum Laude
• University of San Diego, Finance and Ethics

• Accredited Domestic Partnership Advisor℠
• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Plans Specialist℠

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Jim is a Senior Registered Client Service Associate with over 10 years of experience.  Prior to joining UBS, he was a Wealth Management Associate for the Graystone Institutional Consulting team at Morgan Stanley.  Jim is Series 7, Series 66, and life and health insurance licensed.

Jim graduated from Marymount University in Arlington, VA with a degree in Business Administration.  He also was on the soccer team while attending Marymount and is the school's 5^th leading scorer in history.  He and his family recently relocated to Lakewood Ranch/Bradenton, FL.

• Maymount University, Business Administration