The Rubin & Kretkowski Group
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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
  • 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
  • WI
  • WV

Jeffrey Rubin

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me

Jeffrey Rubin

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • 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
  • WI
  • 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
  • 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

Ronald Kretkowski Jr., CFP

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me

Ronald Kretkowski Jr., CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • 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

Megan Ballogdajan

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me

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

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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