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
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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
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MO
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          • NJ
          • NM
          • NV
          • NY
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          • OR
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          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
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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
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    Donor-advised funds

                    Year-end charitable giving

                    As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                    For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

                    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

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