$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Since beginning her career in 1975, Peggy Peters has thoroughly enjoyed creating dynamic portfolios for and with her clients.
From individual stocks and bonds, to professional money management, and all the investment alternatives in between, she and her team offer access to all the current capital markets to help design and develop a plan that's compatible with each client's current lifestyle and retirement goals.
Peggy graduated from the University of Wisconsin with Honors, Who's Who among America's Colleges and Universities, with additional recognition from Who's Who of American Women.
Prior to a successful career as a Broker in Real Estate specializing in relocation of Corporate Executives, Peggy supervised the marketing department for Outboard Marine Corporation (OMC).
After transitioning to Washington D.C., she began her securities career with Bache & Co. in 1975 and after five mergers, transferred to Paine Webber, which merged with UBS in 2000.
Privately, she enjoys the company of her son Lee and her life on the Chesapeake Bay – boating and jetskiing with friends when weather permits.
CA Insurance # 0M31202
Eric began his financial services career in 1999 at Deutsche Bank in Frankfurt, Germany, before joining UBS in 2004 as a Financial Advisor in NY. At UBS, Eric worked 13 years as part of a NY-based wealth management team and in 2018, he partnered with The Peters Beck Financial Group.
Eric specializes in: financial planning , portfolio allocation, liability management, alternative investments and tax minimization strategies. He works closely with clients to develop comprehensive financial plans and build diversified investment portfolios. While he thrives on the in-depth details of investing and planning, Eric finds the client relationships to be the most rewarding part of his job.
Eric enjoys spending time with his wife and two children, while actively participating within his community. Eric is Treasurer of the New York Opera Society, Board Member of the German International School of Washington and youth basketball coach.
David has spent his career in relationship management and prides himself on building strong connections with clients so they feel secure and organized. Having joined the Peters Beck Financial Group at UBS in 2015, David focuses on implementing wealth management strategies as well as daily operations and maintenance.
As the Registered Client Service Associate for the team, David serves as the primary point of contact for all of Peters Beck Financial Group clients. He is responsible for the team's day-to-day administrative and operational duties, client onboarding, and account processing. His exceptional organizational skills enable him to handle all client requests and resolve issues in a timely manner. David earned a B.A. in Business Administration from San Diego State University. He holds Series 7, 24 and 66 securities licenses.
David lives in Aldie, VA with his wife, Jeanette. In his spare time, he enjoys spending time at the beach with family and playing golf.
Since beginning her career in 1975, Peggy Peters has thoroughly enjoyed creating dynamic portfolios for and with her clients.
From individual stocks and bonds, to professional money management, and all the investment alternatives in between, she and her team offer access to all the current capital markets to help design and develop a plan that's compatible with each client's current lifestyle and retirement goals.
Peggy graduated from the University of Wisconsin with Honors, Who's Who among America's Colleges and Universities, with additional recognition from Who's Who of American Women.
Prior to a successful career as a Broker in Real Estate specializing in relocation of Corporate Executives, Peggy supervised the marketing department for Outboard Marine Corporation (OMC).
After transitioning to Washington D.C., she began her securities career with Bache & Co. in 1975 and after five mergers, transferred to Paine Webber, which merged with UBS in 2000.
Privately, she enjoys the company of her son Lee and her life on the Chesapeake Bay – boating and jetskiing with friends when weather permits.
CA Insurance # 0M31202
Eric began his financial services career in 1999 at Deutsche Bank in Frankfurt, Germany, before joining UBS in 2004 as a Financial Advisor in NY. At UBS, Eric worked 13 years as part of a NY-based wealth management team and in 2018, he partnered with The Peters Beck Financial Group.
Eric specializes in: financial planning , portfolio allocation, liability management, alternative investments and tax minimization strategies. He works closely with clients to develop comprehensive financial plans and build diversified investment portfolios. While he thrives on the in-depth details of investing and planning, Eric finds the client relationships to be the most rewarding part of his job.
Eric enjoys spending time with his wife and two children, while actively participating within his community. Eric is Treasurer of the New York Opera Society, Board Member of the German International School of Washington and youth basketball coach.
David has spent his career in relationship management and prides himself on building strong connections with clients so they feel secure and organized. Having joined the Peters Beck Financial Group at UBS in 2015, David focuses on implementing wealth management strategies as well as daily operations and maintenance.
As the Registered Client Service Associate for the team, David serves as the primary point of contact for all of Peters Beck Financial Group clients. He is responsible for the team's day-to-day administrative and operational duties, client onboarding, and account processing. His exceptional organizational skills enable him to handle all client requests and resolve issues in a timely manner. David earned a B.A. in Business Administration from San Diego State University. He holds Series 7, 24 and 66 securities licenses.
David lives in Aldie, VA with his wife, Jeanette. In his spare time, he enjoys spending time at the beach with family and playing golf.
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 October House View live conversation, featuring insights from Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas, and Paul Hsiao, Asset Allocation Strategist, CIO Americas.
03 October 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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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