Let's move forward. Together.

• AR
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• MI
• MN
• NC
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI

Powell is a Senior Vice President in our Wealth Management Division and a Senior Portfolio Manager in our Portfolio Management Program. He is a seasoned veteran of the securities industry having also been in Branch management for 10 years. He has managed several branches including Washington D.C. He has been a member of the Portfolio Management program for 20 years and his love for the securities industry is still strong. He has been through all types of markets and utilizes Financial Planning, Managed Accounts, Equity and Fixed Income products as well as insurance. He resides in Great Falls with his wife, Cherry, and enjoys their Grandchildren, playing music (Drums), softball, baseball, in tournaments located in Florida, Cooperstown, NY and Arizona, being fortunate enough to be on many Championship teams. He stresses teamwork and enjoys helping all clients to reach their financial goals. 

• Senior Portfolio Manager

• AR
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI

Fardin joined UBS in 2008 following a successful 5 years as a Financial Advisor at Morgan Stanley. Prior to entering the financial services industry, Fardin held various sales and management positions at MCI and AT&T. His 15 years of experience in the telecommunications industry were focused on developing and managing complex network strategies for Tier 1 Internet Service Providers and the Department of Defense. Fardin holds an MBA in International Finance from the American University and a B.S. in Architecture from the University of Maryland. Fardin and his wife Morgan, support the activities of their daughter, LaDan, and their son, Camron. In 2017, LaDan had the privilege of representing TEAM USA synchronized Ice Skating Team in Austria and Croatia with the New York Skyliners. In 2018, Camron represented United States in Europe as part of the MVP International Ice Hockey program. LaDan is attending University of Virginia and Camron has gained acceptance into the James Madison University. Both finished their high school career at the Bishop O'Connell High School in Arlington, VA.

California Insurance License # 0K10973

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

• AL
• AR
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI

Arthur Chase believes that money serves a purpose. As a wealth manager, Art's overarching objective is to help each of his cients turn their financial success into personally meaningful purposes. The foundation of his approach of wealth management is a comprehensive financial plan, upon which he layers retirement and insurance planning, portfolio management and estate strategies. In doing so, he leverages not only his own three decades of expreience delivering sophisticated wealth management solutions, but also the vast global resources of UBS.

Art holds a B.S. in business from George Mason University. He and his wife Pat, live in Fairfax, Virginia and have one adult son. In his spare time, he enjoys refereeing games for local youth soccer clubs.

California Insurance License # 4113280

• AR
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI

Kleo Curry knows that having wealth can create complex needs. That’s why, for nearly 18 years, she has been helping clients successfully navigate volatile markets to meet their financial goals. Drawing upon her significant experience in financial planning, she works closely with clients to build customized portfolios specifically aligned with their short term financial needs and long term visions for the future. As a result of Kleo’s ongoing commitment to learning and providing tailored solutions to client needs, she went on to earn the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ certifications.

Having previously been a Registered Client Service Associate and a Wealth Strategy Associate, Kleo is attuned to both the day-to-day intricacies of delivering superior client service, as well as the complexities of high net worth wealth planning strategies for individuals and families. Moreover, her varied personal and professional experiences have instilled in her a passion for empowering women to take an active role in understanding and managing their finances.

Kleo grew up in Detroit, MI where she graduated from Adrian College with a degree in Political Science. Today she and her husband, Len, reside in Loudoun County, where she serves on the Loudoun County Transit Advisory Board. She formerly served on the Board of the Loudoun Abused Women’s Shelter. In addition to helping to champion civic causes, Kleo is an avid reader.

California Insurance License # 0M33717

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor℠

Cherry Hill is a Client Service Associate, managing all service and operational needs of our clients. She joined UBS in 2017, after 31 years as a legal assistant in the area of Intellectual Property law. In her spare time, she enjoys volunteering at Wolf Trap National Park for the Performing Arts.

As the team’s Client Associate, Jacob manages the operational needs for clients. Previously, Jacob was an Associate Client Advisor at Bessemer Trust, assisting ultra-high net worth clients. He developed his love for business and drive for helping others by watching his mother pursue various entrepreneurial endeavors. Jacob earned his B.S. in Management from the University of Maryland, where he was a part of the Scholars program and President of his Fraternity Lambda Chi Alpha. He grew up in Towson, Md and currently resides in Arlington, VA.