Roger Feldman
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  • Roger Feldman

    Roger Feldman

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT

    Roger brings an institutional perspective to his wealth management practice. Having spent 35 plus years working with plan sponsors through multiple market cycles, he understands the importance of having a plan and never over correcting the course.

    Roger and his wife Cyndy live in Arnold, Maryland. They have two grown sons. Miles and his wife Cassie live in Baltimore. Harris lives in Worcester, MA. Roger’s favorite things are spending time with family, his Labrador retriever and being on the Chesapeake Bay.  

    (CA License Number: 2095908)

          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202
          roger.feldman@ubs.com
          Roger Feldman
          500 East Pratt Street,Baltimore,MD,21202
        • Roger Feldman

          Roger Feldman

          Financial Advisor

          • image
          • image
          • image
          View bio
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • KY
          • LA
          • MA
          • MD
          • MN
          • MO
          • MT
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • VT

          Roger brings an institutional perspective to his wealth management practice. Having spent 35 plus years working with plan sponsors through multiple market cycles, he understands the importance of having a plan and never over correcting the course.

          Roger and his wife Cyndy live in Arnold, Maryland. They have two grown sons. Miles and his wife Cassie live in Baltimore. Harris lives in Worcester, MA. Roger’s favorite things are spending time with family, his Labrador retriever and being on the Chesapeake Bay.  

          (CA License Number: 2095908)

                500 East Pratt Street
                11th Floor
                Baltimore, MD 21202
                roger.feldman@ubs.com
                Roger Feldman
                500 East Pratt Street,Baltimore,MD,21202

              Share it well

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              Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.

              Contact us to learn more about passing on values

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