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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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
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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
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WV

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

                Megan Ballogdajan

                Authorized Officer

                Team Administrator

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

                      7272 Wisconsin Avenue
                      23rd Floor
                      Bethesda, MD 20814

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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