Financial planning for what you want to accomplish

My mission is to serve my clients by providing holistic financial planning advice which encompasses wealth management, estate planning, insurance, taxes, liabilities, employee benefits and retirement planning to help clients attain their wealth accumulation, preservation and transfer 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
- Rob Allred

Your primary source for financial advice

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.

Robert Allred

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WV
- WY
About Rob

Robert H. Allred is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor, reflecting his deep expertise in delivering highly personalized wealth management services. As a Wealth Advisor, Rob is eminently qualified to provide tailored guidance to clients seeking sophisticated financial strategies and long-term planning.

Rob understands that wealth management is more than just access to a wide range of financial services—it’s about how those services are thoughtfully developed and delivered to help clients pursue their goals. His customized approach is built on enduring personal relationships and shaped by a deep understanding of each client’s needs and aspirations.

Experience to guide you forward

Rob joined UBS in 1998 and became a Financial Advisor in 2000. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation that requires extensive training in:
- Financial planning
- Estate planning
- Insurance
- Investments
- Taxes
- Employee benefits
- Retirement planning
He also adheres to the CFP® Board's Standards of Professional Conduct, ensuring every recommendation is made with integrity and in the client’s best interest.

In addition, Rob holds the Certified Private Wealth Advisor® (CPWA®) designation, specializing in advising High Net Worth and Ultra High Net Worth clients.

His approach is rooted in helping clients clarify their goals, organize their financial lives, and implement strategies that support long-term success. At The Allred Wealth Consulting Group, Rob leads a team dedicated to delivering personalized, strategic financial planning.

Education & Credentials
- Business/Economics, Randolph-Macon College
Life Outside the Office

Rob lives in Vienna, VA with his wife, Molly, and their four children: Lilly, Annie, Reece, and Carly. Outside of the office, he enjoys spending time with his family, outdoor activities, and volunteering with the Leukemia & Lymphoma Society.
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 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.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

rob.allred@ubs.com,jane.peterson@ubs.com,eric.rosner@ubs.com

Robert Allred

1700 M Street NW,Washington, D.C.,DC,20036
Eric Rosner

Senior Registered Client Associate
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

Client Associate
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

Christopher McCullough

Executive Director

Wealth Planning Strategist

View bio

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.
Shawna Hamilton

Senior Strategist

Family Advisory and Philanthropy Services

View bio

Professional History

As a Senior Strategist, Shawna co-leads Family Advisory and Philanthropy Services for the West Division. Shawna works closely with advisors to support families on achieving their goals in optimizing money, centering values, and living their philanthropic intent. The Family Advisory and Philanthropy Services team serves as a thought partner to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy.

Shawna joined UBS in 2021 from Pacific Foundation Services where she was a Senior Program Officer and Philanthropy Advisor. Before that, Shawna had two roles within Silicon Valley Community Foundation. The first was in fundraising, the second was guiding a global Habitat for Humanity grant program and providing advisory support to Cisco Systems' employees worldwide. Prior to her service in philanthropy, Shawna lived in New York, spending time at a hedge fund and co-launching an Ethiopia-based education nonprofit.

As a native of Santa Barbara, California, Shawna’s family spans across the West. She is an active volunteer to several community organizations and lives in San Francisco.

Education
Shawna received a Master of Science in Nonprofit Management from The New School, and a Bachelor of Science in International Business from California State University Northridge.
Henry Dreyer

NMLS #172085

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Henry joined UBS Bank USA in 2007, and he is currently a Senior Wealth Management Banker covering the North New Jersey Market and Washington DC Market.

Henry has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Henry began his career in financial services in 2001. Prior to joining UBS, he worked as a mortgage banker for multiple mortgage companies in New Jersey.

Education and personal information

In Henry’s role as a Senior Wealth Management Banker his NMLS # is 172085. He holds permissive Series 7 and 66 securities licenses. He also holds a bachelor's degree in marketing from Clemson University.

Outside of the office, Henry lives in Cranford, New Jersey with his daughter. He enjoys traveling, football and seeing live music.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Kirtana Patel

Executive Director

Life Insurance Planning Consultant

View bio

As the Life Insurance Planning Consultant, Kirtana is responsible to provide Financial Advisors and their clients with objective advice on life insurance plan design, strategies, and implementation. Through a comprehensive financial plan, Kirtana offers guidance to clients on topics such as estate planning, life insurance, retirement planning, and long-term care.

Kirtana has 15 years of experience in the Life Insurance & Financial Services industry. Kirtana began her career in financial services with various life insurance companies such as Northwestern Mutual and Guardian Life. This led to her most notably working at Merrill Lynch Bank of America whereby she was the UHNW Wealth Structuring Insurance Specialist covering 3000 FAs. Prior to joining UBS, Kirtana was a General Agent herself working at Crump Life, Truist Financial as a Regional Insurance Specialist.

She earned her degree in Economics and Statistics at Rutgers University and has obtained her Series 7 and 66 securities licenses as well as her life insurance and annuity licenses. In addition, Kirtana has earned her CFP^® designations. Kirtana currently resides in New Jersey with her husband and three boys.
Jerry Pascucci

Managing Director

Co-Head Global IM Alternative Investment Solutions

View bio

Robert Allred

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WV
- WY
About Rob

Robert H. Allred is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor, reflecting his deep expertise in delivering highly personalized wealth management services. As a Wealth Advisor, Rob is eminently qualified to provide tailored guidance to clients seeking sophisticated financial strategies and long-term planning.

Rob understands that wealth management is more than just access to a wide range of financial services—it’s about how those services are thoughtfully developed and delivered to help clients pursue their goals. His customized approach is built on enduring personal relationships and shaped by a deep understanding of each client’s needs and aspirations.

Experience to guide you forward

Rob joined UBS in 1998 and became a Financial Advisor in 2000. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation that requires extensive training in:
- Financial planning
- Estate planning
- Insurance
- Investments
- Taxes
- Employee benefits
- Retirement planning
He also adheres to the CFP® Board's Standards of Professional Conduct, ensuring every recommendation is made with integrity and in the client’s best interest.

In addition, Rob holds the Certified Private Wealth Advisor® (CPWA®) designation, specializing in advising High Net Worth and Ultra High Net Worth clients.

His approach is rooted in helping clients clarify their goals, organize their financial lives, and implement strategies that support long-term success. At The Allred Wealth Consulting Group, Rob leads a team dedicated to delivering personalized, strategic financial planning.

Education & Credentials
- Business/Economics, Randolph-Macon College
Life Outside the Office

Rob lives in Vienna, VA with his wife, Molly, and their four children: Lilly, Annie, Reece, and Carly. Outside of the office, he enjoys spending time with his family, outdoor activities, and volunteering with the Leukemia & Lymphoma Society.
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 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.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

rob.allred@ubs.com,jane.peterson@ubs.com,eric.rosner@ubs.com

Robert Allred

1700 M Street NW,Washington, D.C.,DC,20036
Eric Rosner

Senior Registered Client Associate
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

Client Associate
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

Christopher McCullough

Executive Director

Wealth Planning Strategist

View bio

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.
Shawna Hamilton

Senior Strategist

Family Advisory and Philanthropy Services

View bio

Professional History

As a Senior Strategist, Shawna co-leads Family Advisory and Philanthropy Services for the West Division. Shawna works closely with advisors to support families on achieving their goals in optimizing money, centering values, and living their philanthropic intent. The Family Advisory and Philanthropy Services team serves as a thought partner to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy.

Shawna joined UBS in 2021 from Pacific Foundation Services where she was a Senior Program Officer and Philanthropy Advisor. Before that, Shawna had two roles within Silicon Valley Community Foundation. The first was in fundraising, the second was guiding a global Habitat for Humanity grant program and providing advisory support to Cisco Systems' employees worldwide. Prior to her service in philanthropy, Shawna lived in New York, spending time at a hedge fund and co-launching an Ethiopia-based education nonprofit.

As a native of Santa Barbara, California, Shawna’s family spans across the West. She is an active volunteer to several community organizations and lives in San Francisco.

Education
Shawna received a Master of Science in Nonprofit Management from The New School, and a Bachelor of Science in International Business from California State University Northridge.
Henry Dreyer

NMLS #172085

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Henry joined UBS Bank USA in 2007, and he is currently a Senior Wealth Management Banker covering the North New Jersey Market and Washington DC Market.

Henry has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Henry began his career in financial services in 2001. Prior to joining UBS, he worked as a mortgage banker for multiple mortgage companies in New Jersey.

Education and personal information

In Henry’s role as a Senior Wealth Management Banker his NMLS # is 172085. He holds permissive Series 7 and 66 securities licenses. He also holds a bachelor's degree in marketing from Clemson University.

Outside of the office, Henry lives in Cranford, New Jersey with his daughter. He enjoys traveling, football and seeing live music.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Kirtana Patel

Executive Director

Life Insurance Planning Consultant

View bio

As the Life Insurance Planning Consultant, Kirtana is responsible to provide Financial Advisors and their clients with objective advice on life insurance plan design, strategies, and implementation. Through a comprehensive financial plan, Kirtana offers guidance to clients on topics such as estate planning, life insurance, retirement planning, and long-term care.

Kirtana has 15 years of experience in the Life Insurance & Financial Services industry. Kirtana began her career in financial services with various life insurance companies such as Northwestern Mutual and Guardian Life. This led to her most notably working at Merrill Lynch Bank of America whereby she was the UHNW Wealth Structuring Insurance Specialist covering 3000 FAs. Prior to joining UBS, Kirtana was a General Agent herself working at Crump Life, Truist Financial as a Regional Insurance Specialist.

She earned her degree in Economics and Statistics at Rutgers University and has obtained her Series 7 and 66 securities licenses as well as her life insurance and annuity licenses. In addition, Kirtana has earned her CFP^® designations. Kirtana currently resides in New Jersey with her husband and three boys.
Jerry Pascucci

Managing Director

Co-Head Global IM Alternative Investment Solutions

View bio

Rob Allred

Recognized as an industry leader

Forbes Best-in-State Wealth Advisors, 2018-2025

The 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.

Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025

The Barron's rating is awarded annually in March based on information from the prior year Q3.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

A plan to simplify your financial life

We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.

Man working on laptop during virtual call

Planning for a changing tax landscape

Insurance planning

Estate planning strategies

Retirement planning

Wealth transfer across generations

Business owners

Advice for business owners & entrepreneurs

From success to succession

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning for what you want to accomplish

Robert H. Allred, CFP®, CPWA®

Your primary source for financial advice

Robert Allred

Eric Rosner

Jane Peterson

Christopher McCullough

Shawna Hamilton

Henry Dreyer

Kirtana Patel

Jerry Pascucci

Robert Allred

Eric Rosner

Jane Peterson

Christopher McCullough

Shawna Hamilton

Henry Dreyer

Kirtana Patel

Jerry Pascucci

Rob Allred

Recognized as an industry leader

A plan to simplify your financial life

Planning for a changing tax landscape

Insurance planning

Estate planning strategies

Retirement planning

Wealth transfer across generations

Business owners

Advice for business owners & entrepreneurs

From success to succession

Planning for the sale of a closely held business

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

Financial planning for what you want to accomplish

Robert H. Allred, CFP®, CPWA®

Your primary source for financial advice

Robert Allred

Eric Rosner

Jane Peterson

Christopher McCullough

Shawna Hamilton

Henry Dreyer

Kirtana Patel

Jerry Pascucci

Robert Allred

Eric Rosner

Jane Peterson

Christopher McCullough

Shawna Hamilton

Henry Dreyer

Kirtana Patel

Jerry Pascucci

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Rob Allred

Recognized as an industry leader

Request your report

Thank you! Your request has been submitted.

A plan to simplify your financial life

Planning for a changing tax landscape

Insurance planning

Estate planning strategies

Retirement planning

Wealth transfer across generations

Business owners

Advice for business owners & entrepreneurs

From success to succession

Planning for the sale of a closely held business

Request your report

Thank you! Your request has been submitted.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you! Your request has been submitted.