Lasting relationships. For all that matters

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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.

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  • jeffrey

    Jeffrey Rubin

    Senior Vice President–Wealth Management

    Financial Advisor

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          7272 Wisconsin Avenue
          23rd Floor
          Bethesda, MD 20814
        • ronald

          Ronald Kretkowski Jr., CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
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          • DC
          • DE
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                7272 Wisconsin Avenue
                23rd Floor
                Bethesda, MD 20814
              • eric

                Eric P. Hanson, CRPS

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • IN
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
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                • RI
                • SC
                • TN
                • TX
                • VA
                • VT
                • WA
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                      7272 Wisconsin Avenue
                      23rd Floor
                      Bethesda, MD 20814
                    • megan

                      Megan Ballogdajan

                      Team Administrator

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                      • CA
                      • CO
                      • DC
                      • FL
                      • IL
                      • MD
                      • NC
                      • NY
                      • PA
                      • VA

                            7272 Wisconsin Avenue
                            23rd Floor
                            Bethesda, MD 20814
                          • caitlin

                            Caitlin Cooney

                            Client Associate

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                            • DC
                            • MD

                                  7272 Wisconsin Avenue
                                  23rd Floor
                                  Bethesda, MD 20814

                                The circular economy: What is it?

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

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