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

                Megan Ballogdajan

                Team Administrator

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

                      7272 Wisconsin Avenue
                      23rd Floor
                      Bethesda, MD 20814

                    Focus on liquidity management

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                    UBS and Credit Suisse—stronger than ever

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $3.9 trillion

                    In invested assets globally 
                    As of 12/31/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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