Let's move forward. Together.

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Kayvon Sarmadi, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • Roanoke College, Business Administration

Credentials

  • Private Wealth Advisor
  • Certified Exit Planning Advisor
  • Portfolio Manager
1501 K Street North West
Suite 1100
Washington, DC 20005

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Nadira Sarmadi

Financial Advisor

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. 

Registered States:
  • 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

Education

  • Hollins University, B.A. Business Administration minor in Finance

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Toria Scotto, CFP, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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

Education

  • 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

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • CPWA®
  • Endowment & Foundation Consultant
1501 K Street North West
Suite 1100
Washington, DC 20005

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Cecile Sarmadi

Client Associate

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.

Education

  • 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

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.

Registered States:
  • DC

Education

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

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