Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. 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.

Jeffrey Rubin

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me

jeffrey.rubin@ubs.com
Jeffrey Rubin
7272 Wisconsin Avenue,Bethesda,MD,20814

Ronald Kretkowski Jr., CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me

ronald.kretkowski@ubs.com
Ronald Kretkowski Jr., CFP
7272 Wisconsin Avenue,Bethesda,MD,20814

Megan Ballogdajan

Authorized Officer

Team Administrator

Registered States:
  • CA
  • CO
  • DC
  • FL
  • IL
  • MD
  • NC
  • NY
  • PA
  • VA
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me

megan.ballogdajan@ubs.com
Megan Ballogdajan
7272 Wisconsin Avenue,Bethesda,MD,20814