$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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
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
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 5th leading scorer in history. He and his family recently relocated to Lakewood Ranch/Bradenton, FL.
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
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
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 5th leading scorer in history. He and his family recently relocated to Lakewood Ranch/Bradenton, FL.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.
07 November 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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