Wealth advice for your life's goals

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.

Low Angle View Of Suspension Bridge

Patrick Guarnieri

Senior Vice President–Wealth Management

Patrick has over 18 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.

Capabilities to impact your life and wealth

  • Financial planning, including retirement income analysis with longevity, Monte Carlo, & stress testing
  • Asset management, personalized and custom-made with access to institutional managed products and individual securities
  • Retirement strategies such as NUA (Net Unrealized Appreciation), income generation, 'stretch' IRAs, risk mitigation
  • Wealth Transfer, insurance review/analysis, LTC insurance alternatives, and education of your next generation

My professional achievements and education

  • UBS Financial Services 2004 to present
  • B.S. in Commerce, University of Virginia
  • Landon School

Making a difference in my community

  • Landon School Alumni Association Board (past)
  • St. Thomas Apostle Church, Chair of Finance Council
  • Proud supporter of St. Jude's Children's Hospital, Little Sisters of the Poor, and other good causes

Outside the office

  • Lives in Bethesda, MD with his wife and two sons
  • Member of the Edgemoor Club
  • Enjoys tennis, platform tennis, cooking, gardening, and antique textiles
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MD
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI
  • WV

  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The 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.

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

  • B.S. Commerce, University of Virginia

Credentials

  • Portfolio Manager
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
  • (301) 718-5027

Email Me

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