Robert Allred, CFP, CPWA
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Financial planning for what you want to accomplish

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.

We strive to be the only call you need to make to address any financial need so you can focus on life's other priorities.

- Robert Allred

  • Eric Rosner

    Eric Rosner

    Senior Registered Client Associate

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    • AR
    • AZ
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    • CO
    • CT
    • DC
    • DE
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    • GA
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    Eric has earned his FINRA Series 7 and 66 securities registrations.

    He graduated from the University of Maryland with a BS in finance. Prior to joining UBS in 2017, he was the director of financial services for an independent firm in Bethesda, Maryland, and prior to that was a financial advisor with Ameriprise Financial Advisors in Bethesda, Maryland.

    Eric grew up in central New Jersey. In his spare time, he enjoys biking, rooting for the New York Mets, and spending time with family. Eric currently resides in Rockville, MD with his wife and young son.

      • University of Maryland, B.S. Finance
        1700 M Street NW
        5th Floor
        Washington, D.C., DC 20036
        eric.rosner@ubs.com
        Eric Rosner
        1700 M Street NW,Washington, D.C.,DC,20036
      • Jane Peterson Professional Headshot

        Jane Peterson

        Client Associate

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          Jane is a Client Service Associate working to ensure seamless, professional and detail-oriented operational and administrative support.

          Prior to joining UBS in 2022, Jane graduated from the University of Alabama with a B.A. in Communications and Information Sciences, where she studied Public Relations and Political Science. Jane entered the financial services industry in 2018, as a Client Service Associate at Morgan Stanley in San Francisco, CA.

          Formerly from the northern California Bay Area, Jane now resides in the Logan Circle neighborhood of Northwest DC. In her free time you can find her cheering on the Alabama Crimson Tide and the San Francisco Giants.

            • The University of Alabama, Tuscaloosa, B.A. of Communications and Information Sciences: 2014 - 2018
              1700 M Street NW
              5th Floor
              Washington, D.C., DC 20036
              jane.peterson@ubs.com
              Jane Peterson
              1700 M Street NW,Washington, D.C.,DC,20036
            • Eric Rosner

              Eric Rosner

              Senior Registered Client Associate

              • image
              • image
              View bio
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IL
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • NC
              • NH
              • NJ
              • NM
              • NY
              • OH
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • VA
              • VT
              • WA
              • WV
              • WY

              Eric has earned his FINRA Series 7 and 66 securities registrations.

              He graduated from the University of Maryland with a BS in finance. Prior to joining UBS in 2017, he was the director of financial services for an independent firm in Bethesda, Maryland, and prior to that was a financial advisor with Ameriprise Financial Advisors in Bethesda, Maryland.

              Eric grew up in central New Jersey. In his spare time, he enjoys biking, rooting for the New York Mets, and spending time with family. Eric currently resides in Rockville, MD with his wife and young son.

                • University of Maryland, B.S. Finance
                  1700 M Street NW
                  5th Floor
                  Washington, D.C., DC 20036
                  eric.rosner@ubs.com
                  Eric Rosner
                  1700 M Street NW,Washington, D.C.,DC,20036
                • Jane Peterson Professional Headshot

                  Jane Peterson

                  Client Associate

                  • image
                  • image
                  • image
                  View bio

                    Jane is a Client Service Associate working to ensure seamless, professional and detail-oriented operational and administrative support.

                    Prior to joining UBS in 2022, Jane graduated from the University of Alabama with a B.A. in Communications and Information Sciences, where she studied Public Relations and Political Science. Jane entered the financial services industry in 2018, as a Client Service Associate at Morgan Stanley in San Francisco, CA.

                    Formerly from the northern California Bay Area, Jane now resides in the Logan Circle neighborhood of Northwest DC. In her free time you can find her cheering on the Alabama Crimson Tide and the San Francisco Giants.

                      • The University of Alabama, Tuscaloosa, B.A. of Communications and Information Sciences: 2014 - 2018
                        1700 M Street NW
                        5th Floor
                        Washington, D.C., DC 20036
                        jane.peterson@ubs.com
                        Jane Peterson
                        1700 M Street NW,Washington, D.C.,DC,20036

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