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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • MQ 2025

    Mikail K Qazi, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
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    • CA
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    • DC
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    • MA
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    • MD
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    • MI
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    Mikail is the Founder and Senior Financial Advisor of Qazi, Martin & Associates. He received his Chartered Retirement Planning CounselorSM, CRPC® designation in 2008.

    Mikail has built a team that focuses on developing detailed financial plans and investment strategies for individuals, families, and institutions. Qazi, Martin & Associates assists their clients in meeting their objectives in the areas of retirement, education, wealth structuring, portfolio management and estate planning. Prior to joining UBS Private Wealth Management in 2022, Mikail was a Senior Vice President at Merrill Lynch Wealth Management for over 16 years. From 2003 – 2005, Mikail was an Assistant Vice President with Brookwood LLC, a Private Equity Firm, where he assisted in delivering Alternative Investment solutions to high net-worth clients.

    Mikail graduated from the University of Virginia as a Rodman Scholar, an academic honor reserved for less than one percent of each graduating class. He earned his degree in Systems Engineering with a specialization in Risk Management. He lives in Arlington, Virginia and has participated in charitable organizations for the last twenty years, including Habitat for Humanity and Madison House.

    • Forbes Best-in-State Wealth Advisors, 2025The 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 Wealth Advisors, 2025The 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 Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        1700 M Street NW
        5th Floor
        Washington, D.C., DC 20036
        mikail.qazi@ubs.com
        Mikail K Qazi, CRPC
        1700 M Street NW,Washington, D.C.,DC,20036
      • TM 2025 2

        Timothy J Martin, CIMA, CFP, CRPC

        First Vice President–Wealth Management

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        • AZ
        • CA
        • CO
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        • DC
        • DE
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        • HI
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        • MN
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        • NC
        • NJ
        • NY
        • OH
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        • SC
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        • VA
        • VT
        • WA

        Tim is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Certified Investment Management Analyst® professional, and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. Prior to joining UBS Private Wealth Management in 2022, he was a financial advisor at Merrill Lynch for 10 years.

        Tim attended the University of South Carolina on an academic scholarship and graduated summa cum laude with a Bachelor of Science degree in Finance. He’s a McLean, VA native and currently resides in Alexandria, VA. Tim spends most of his free time with his family or with his nose in a book.

        • Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

            1501 K Street NW
            Suite 1100
            Washington, DC 20005
            timothy.martin@ubs.com
            Timothy J Martin, CIMA, CFP, CRPC
            1501 K Street NW ,Washington,DC,20005
          • CB 2025

            Courtney Babcock

            Client Associate

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            • DC

            Courtney Babcock is the Client Service Associate for Qazi, Martin & Associates. She joins the team with ten years’ experience in client relations, most recently supporting high and ultra-high net worth clients at Morgan Stanley.  Courtney brings a warm and reassuring presence to every interaction and strives to improve the client experience by emphasizing responsiveness and diligence.

            Courtney graduated from Florida Atlantic University with a Bachelor of Arts degree in Psychology. As a former North Carolina and Florida resident, she now resides in Silver Spring, MD. In her free time she enjoys volunteering at local animal rescue shelters, as well as playing with her two cats, Loki and Gandalf.

                  1700 M Street NW
                  5th Floor
                  Washington, D.C., DC 20036
                  courtney.babcock@ubs.com
                  Courtney Babcock
                  1700 M Street NW,Washington, D.C.,DC,20036
                • NB 2025

                  Nathan Baga

                  Registered Client Associate

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                    Nathan Baga is the Registered Client Associate for Qazi, Martin & Associates. He brings four years of experience supporting ultra-high-net-worth clients and foundations at Bernstein Private Wealth Management, where he also served as an Advisor Technology Product Owner, partnering with advisors to implement tools that help run their businesses more efficiently and effectively.

                    At UBS, Nathan is committed to a responsive and detail‑driven client experience in every interaction. He holds SIE, Series 7 and Series 63 licenses and earned a bachelor’s degree in Finance from Xavier University.

                    Nathan resides in Washington, DC and is originally from Cincinnati, Ohio. Outside of work, he enjoys practicing Brazilian Jiu Jitsu, learning and speaking Spanish, Portuguese, and Afrikaans, traveling to new places, and exploring the DMV’s restaurant scene.

                          1700 M Street NW
                          5th Floor
                          Washington, D.C., DC 20036
                          nathan.baga@ubs.com
                          Nathan Baga
                          1700 M Street NW,Washington, D.C.,DC,20036
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                        Donor-advised funds

                        Year-end charitable giving

                        As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                        For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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