Thoughtful advice. Shaped by experience.

When it comes to caring for your family, your business and your legacy, it’s more important than ever to work with the right team by your side. At Orchard Gate Partners, our clients often choose us for our extensive experience—working with families, their businesses and legacy goals. Today, as members of the exclusive UBS Private Wealth Management division, our entire team has never been better positioned to help you confidently move your wealth forward.

How do we do it? By navigating a global network of resources across all of UBS to uncover the opportunities you need to pursue your most important personal and business goals. Looking beyond our experience, though, we are also deeply engaged relationship builders—there when you need us with insight to help inform even your most complex decisions. From portfolio management and pre-liquidity preparation, to lending, estate planning and philanthropic strategies, our team can add value to your thinking and provide an ongoing source of financial advice today and for generations to come.

Orchard Gate team photo

Move forward confidently

We are deeply engaged relationship builders—there when you need us, with insight to help inform even your most complex decisions.

Private Wealth Advisors

  • Kayvon-Sarmadi

    Kayvon Sarmadi, CEPA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Focused on excellence. Delivering the firm.
    Kayvon traded his first stock at age nine. His career path was set at 23 years old,
    when he started as a solo financial advisor and immediately began working with
    entrepreneurs. He has never looked back.

    Today, Kayvon is a UBS Private Wealth Advisor co-leading his team, Orchard Gate
    Partners. He has a major voice on the team’s investment committee and guides their
    approach to managing alternative investments and complex business transitions.

    Notably, Kayvon also serves on the the UBS Financial Advisor Advisory Committee. He is
    the youngest member of this esteemed group, an elite team of 17 who represent all
    UBS Advisors in addressing their concerns and goals with UBS senior leadership.
    From the team’s utmost dedication to client service to the depth of their relationships,
    to their ability to navigate the extensive resources of UBS Private Wealth Management
    and all of UBS, Kayvon relentlessly pursues excellence each day in service to clients and
    their best interests.

    Professional experience
    – Private Wealth Advisor, UBS Financial Services Inc

    Outside of UBS
    – Kayvon enjoys spending time with his family—his wife Nadira, son Arya, daughter
    Neyla and their Doberman Mila.
    – He loves to travel and has visited nearly 40 countries.
    – Kayvon’s passion is soccer, which he has played all his life, including four years
    in college.
    – He and his family are active in the Iranian American community and support many
    charitable causes within their community.
    – Kayvon is a mentor to young athletes who aspire to be successful businessmen
    and women.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    The ratings are based on quantitative factors and are 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

    • Roanoke College, Business Administration
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    • Portfolio Manager
    1501 K Street North West
    Suite 1100
    Washington, DC 20005
  • Toria-Scotto

    Toria Scotto, CFP, CPWA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • PR
    • RI
    • TX
    • VA
    • VT
    • WA

    Living her passion
    Toria always knew growing up that she wanted to be a businesswoman, but until she shadowed traders at the American Stock Exchange, she didn’t know what that meant. Her interest in the stock market continued through college with an eye-opening UBS internship. At that point, she was hooked on problem solving, analytics—and most importantly, client relationships.

    Today, as a UBS Private Wealth Advisor, Toria combines those skills with the UBS solutions and specialist resources that can help clients address all areas of their financial lives. While she focuses on relationship management, financial planning and investment management, Toria is passionate about helping clients understand the numbers and assumptions that support her thorough analysis and precise plan. In learning about what matters most to them, their goals and dreams, and helping them plan more confidently for the future, she is gratified to know she can make a difference in their lives.

    Professional experience
    – Private Wealth Advisor, UBS Financial Services Inc.
    – Branch Analyst, UBS Financial Services Inc.
    – Various positions at UBS since 2004, including Intern, Client Associate and Managed Account Sales Associate

    Outside of UBS
    – Toria enjoys spending time with her two young children, Giuliana and Giovanni, and her husband, Paul. Her dogs—two golden retrievers and a rescue mix are also loving family members.
    – She is passionate about animal rescue. She spent many years actively involved with a local animal rescue organization, Lucky Dog Animal Rescue, helping to train new fosters and organize and host adoption events.
    – Toria and her family recently moved to Great Falls, VA, where they enjoy meeting new friends and, learning the parks, a must for trail running.
    – She also loves to visit family and friends in her hometown in upstate NY.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

    The ratings are based on quantitative factors and are 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

    • Long Island University—C. W. Post, B.S., business administration with a concentration in finance
    • Georgetown University School of Continuing Studies, Executive Certificate in Financial Planning
    • Yale School of Management, Executive Certificate in Wealth Management Theory & Practice
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • CPWA®
    • Endowment & Foundation Consultant
    1501 K Street North West
    Suite 1100
    Washington, DC 20005

Strategic Partners

  • Nadira-Sarmadi

    Nadira Sarmadi

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • TX
    • VA
    • WA
    • WI

    As the team’s Planning Specialist, Nadira helps clients analyze their priorities and define their vision for the future. In concert with our financial advisors, she employs a highly personalized, goal-oriented approach to financial planning to help determine the appropriate wealth management recommendations. She enjoys working closely with clients and their families to develop plans that set them on the road to financial independence, by leveraging the breadth of resources, research and ideas available throughout UBS

    Nadira attended Hollins University where she received a bachelor's in business administration, a minor in finance and competed on the Equestrian Team. 

    Nadira, her husband and fellow team member, Kayvon, their young son and daughter reside in Bethesda, MD. In her free time, Nadira enjoys running outside and horseback riding. 

      The ratings are based on quantitative factors and are 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

      • Hollins University, B.A. Business Administration minor in Finance
        Financial planning
        Education planning
        Retirement planning
        401(k) plan services
        Women investors
        Business owners
        Entrepreneurs
        Professionals
        1501 K Street North West
        Suite 1100
        Washington, DC 20005
      • Cecile Headshot

        Cecile Sarmadi

        Client Associate

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          Living her passion
          Cecile thoroughly enjoys making clients’ lives easier. As the Client Associate for her
          UBS Private Wealth team, Orchard Gate Partners, she provides seamless operational
          and administrative support, account management and troubleshooting. To her, the best
          part of her job is getting to know each client personally and developing a relationship
          clients can count on. Cecile assesses their particular situation to determine the best
          approach to serving their needs. Her service commitment is a top priority. Simply, clients
          come first.

          Cecile comes to UBS from a 15-year career in higher education, specifically in accounts
          servicing. There she connected with people of all ages and backgrounds, strengthening
          her attention to detail, as well as her relationship, communication and follow-through
          skills. There could have been no better preparation for her to successfully transition to
          her current role.

          Professional experience
          – Accounts Servicing, Accounts Payable, Purchasing, 2007 – 2021

          Outside of UBS
          – Cecile is fluent in three languages: English, Arabic and Farsi.
          – She was born and raised in sunny Southern California, has lived in the garden state of
          New Jersey and is enjoying her current home in Bethesda, MD.

            The ratings are based on quantitative factors and are 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

            • Bloomfield College, Bachelor’s Degree in Computer Graphics and Fine Arts
              1501 K Street North West
              Suite 1100
              Washington, DC 20005
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              Tina Doval

              Client Associate

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              • DC

              A service-oriented approach nurtures long-term relationships
              As a former paralegal, Tina is no stranger to client service. Today, in her role as a Client
              Associate for her UBS Private Wealth team, Orchard Gate Partners, she brings years of
              service experience to each relationship and her ongoing passion for going above and
              beyond for clients.

              In her day-to-day role, Tina provides administrative and account support. While her
              fellow team members in advisory roles offer investment advice, Tina works directly with
              clients to address their inquiries and more immediate concerns. She and her team
              understand that their advisory practice is a people business, first and foremost. Together
              they’ve made building lasting client relationships a top priority.

              Outside of UBS
              – When she is not in the office, Tina is a mom first and enjoys spending time with
              her daughter, her partner and other family members.
              – She is an animal lover and is especially fond of cats.
              – Tina also enjoys hiking, walking, riding her bike and hot yoga.
              – A DC-area resident since 2003, she likes trying new restaurants and exploring her
              city through the eyes of a tourist.

                The ratings are based on quantitative factors and are 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

                • Montgomery College, A.D., paralegal studies
                • American University, Political science studies
                  1501 K Street North West
                  Suite 1100
                  Washington, DC 20005

                Our clients

                Working with a range of clients and their complex financial lives enables us to anticipate and address whatever challenges you may be facing.

                Founders and entrepreneurs

                Senior executives

                Athletes and entertainers

                Non-profits

                You. Connected.

                Private Wealth Management

                As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

                Collaboration and connection across UBS

                Collaboration and connection across UBS

                Our customized approach

                Our customized approach

                Planning for generations

                Planning for generations

                Giving back strategically

                Giving back strategically

                Whether you’re expanding or exiting your business, incorporating alternatives into your allocation or creating a nonprofit, we collaborate efficiently across the firm to help you achieve those goals. Expect a comprehensive plan and solution set customized to your unique life.

                Your plan is a commitment you and your family make over time. We believe your plan needs to evolve with your life and changing needs and helps you navigate the intersection of family, business, finance and legacy.

                Connecting you to our UBS team of philanthropy experts, we can address your current charitable goals and design a strategy for creating real impact in the world.

                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

                Insights