Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bruce D. Ochsman Kaplan Photo

    Bruce D. Ochsman

    Senior Vice President–Wealth Management

    Financial Advisor

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          7272 Wisconsin Avenue
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          Benjamin Blumenthal

          Account Vice President

          Financial Advisor

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                7272 Wisconsin Ave
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                Bethesda, MD 20814
              • Kimberly French Photo

                Kimberly French

                Assistant Vice President

                Client Associate

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                        7272 Wisconsin Avenue
                        23rd Floor
                        Bethesda, MD 20814
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                        Noah David Rosseau

                        Client Associate

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                              7272 Wisconsin Avenue
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                              Bethesda, MD 20814
                            • Brad Dillon

                              Executive Director

                              Senior Wealth Strategist - Advanced Planning

                              Introduction

                              Brad works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Brad focuses on developing and implementing creative and comprehensive wealth transfer strategies that align with clients' wishes. He reviews clients' tax and estate planning documents to ensure that each plan accurately and holistically reflects the family's philosophy and needs while maximizing tax efficiency.


                              Professional History

                              Prior to joining UBS in January 2020, Brad worked at Brown Brothers Harriman, where he advised families on their tax and estate planning objectives. Brad began his career in private legal practice, most recently at Milbank in New York City, where he practiced in the firm's trusts and estates department. Brad is an adjunct professor at Fordham Law School, where he teaches courses on trusts and estates.


                              Education

                              Brad earned a B.A. in mathematics and philosophy from Indiana University (summa cum laude), a J.D. from UCLA School of Law, where he was an editor of the UCLA Law Review, and an LL.M. (Master of Laws) in Taxation from NYU School of Law.


                              Publications, Speeches, and Media

                              Brad is a frequent lecturer and author. He has published several articles on tax and estate planning in industry-leading journals, such as Journal of Taxation, Estate Planning, and Trusts & Estates Magazine. He has given dozens of lectures to lawyer and non-lawyer audiences throughout the United States, including for the American Bar Association, the New York Bar Association, and various tax conferences. In addition, Brad is regularly quoted on tax and estate planning issues in the news media, including Bloomberg, CNBC, and Barron's.
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                              Julia Lajeunesse

                              Advisory Investment Specialist

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                              Mitchell Ross

                              Director

                              WMA Salesperson

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                              Scott Nevin

                              Director

                              WMA Salesperson

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                              Javier Ruiz

                              Director

                              Wealth Management Salesperson

                            A focus on personalized access and service

                            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                            The Year Ahead - Sustainable Investing

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            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