Let's move forward. Together.

Mountain climber

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.

Adult couple on cell phone

  • Sheldon

    Sheldon Ray

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • DC
    • FL
    • GA
    • LA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • PA
    • SC
    • TX
    • VA
    • WA
    • WV

          1700 M Street NW
          5th Floor
          Washington, D.C., DC 20036
          sheldon.ray@ubs.com
          Sheldon Ray
          1700 M Street NW,Washington, D.C.,DC,20036
        • Asif

          Asif Bhally

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OK
          • PA
          • RI
          • SC
          • TX
          • VA
          • WA
          • WV

                1700 M Street NW
                5th Floor
                Washington, D.C., DC 20036
                asif.bhally@ubs.com
                Asif Bhally
                1700 M Street NW,Washington, D.C.,DC,20036
              • Tigran

                Tigran Anlian

                Client Associate

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                        1700 M Street NW
                        5th Floor
                        Washington, D.C., DC 20036
                        tigran.anlian@ubs.com
                        Tigran Anlian
                        1700 M Street NW,Washington, D.C.,DC,20036
                      Three generations in apple orchard

                      Turn possibilities into a plan

                      House View Monthly

                      Mountain climbers on peak at sunrise

                      A leading global wealth manager

                      A new era of wealth is underway

                      And this is your time to define success on your terms.

                      Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                      When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $7 trn

                      UBS Group invested assets
                      As of 12/31/2025

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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