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
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    • CT
    • DC
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          7272 Wisconsin Avenue
          23rd Floor
          Bethesda, MD 20814
          jeffrey.rubin@ubs.com
          Jeffrey Rubin
          7272 Wisconsin Avenue,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
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          • IN
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          • NY
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          • SC
          • TN
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          • VA
          • VT
          • WA
          • WI
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                7272 Wisconsin Avenue
                23rd Floor
                Bethesda, MD 20814
                ronald.kretkowski@ubs.com
                Ronald Kretkowski Jr., CFP
                7272 Wisconsin Avenue,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
                      megan.ballogdajan@ubs.com
                      Megan Ballogdajan
                      7272 Wisconsin Avenue,Bethesda,MD,20814

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                    Outlook on interest rates

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                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

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                    UBS is a leading and truly global wealth manager

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