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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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  • William R. Slater

    William R. Slater

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Prior to joining UBS Private Wealth Management in 2022, Bill spent his career with Merrill Lynch Wealth Management in 1990 and ever since has been fostering client relationships by developing investment strategies designed for wealth preservation and wealth transfer. A founder of the Slater King Fitzenreiter Group, Bill focuses on business development, operations and management of the team’s investment approach. Bill is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment strategies. 

    Bill earned a bachelor’s degree in computer science from Boston College in Massachusetts and is an active alumnus, having served on the Regional Development Committee for the school. He is also a member of the executive committee of The Shepherd Foundation, which provides tuition assistance to families who need financial aid, and as the varsity head coach and program director of Gonzaga College High School Hockey Program. He resides in Kensington, Maryland, with his wife, Lisa, and their four children.

          1501 K Street NW
          Suite 1100
          Washington, DC 20005
        • James J. King

          James J. King

          Managing Director–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          J.J. is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment strategies. A Portfolio Manager may make their strategies available to clients working with other Merrill Advisors. His disciplined, holistic, service-oriented approach, combined with more than 25 years of industry experience, enables him to help clients make well informed financial decisions and tailor wealth management strategies to their individual goals, investment objectives, risk tolerance, time horizon and liquidity needs.

          Prior to joining UBS, J.J. spent nearly 35 years at Merrill Lynch, where he joined in 1987 after receiving his bachelor’s degree in finance from Penn State University. He previously served as a member of the board of trustees of the Academy of the Holy Cross School in Kensington, Maryland. J.J. and his wife, Tracey, live in Potomac, Maryland, and enjoy spending time with their three children.

                1501 K Street North West
                Suite 1100
                Washington, DC 20005
              • Scott D. Fitzenreiter

                Scott D. Fitzenreiter, CIMA, CFP

                Managing Director–Wealth Management

                Financial Advisor

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                With the Slater King Fitzenreiter Group, Scott enjoys helping clients pursue their goals through customized wealth management strategies. Prior to joining UBS Private Wealth Management in 2022, Scott served as one of very few Merrill Lynch financial advisors nationally holding the Bank of America Merrill Lynch Global Institutional Consultant title. In his role as a Global Institutional Consultant, Scott helped nonprofit clients using various techniques, such as risk modeling and analysis. Scott helps foundation and endowment clients pursue their missions through analytical investment and nonprofit management programs. He focuses on customized asset allocation models using qualitative analysis of investment managers and investment portfolios to assist clients in pursuing their investment objectives. 

                Scott holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investment & Wealth Institute™. He is also a CERTIFIED FINANCIAL PLANNERTM professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Before joining Merrill in 1994, Scott served as an officer in the U.S. Army for nine years, including a combat tour as the commanding officer of a company of paratroopers in the 82nd Airborne Division. He served his final two years in the army as the commanding officer of the U.S. Army’s 226-man Presidential Honor Guard Company, which included the army’s most visible soldiers serving at The Tomb of the Unknowns in Arlington National Cemetery. Scott is affiliated with a number of veteran’s service organizations, including The Veterans of Foreign Wars, the U.S. Army Ranger Association, The 82nd Airborne Division Association and The Old Guard Association. He earned his bachelor’s degree in history from the University of Maryland, College Park. Scott and his wife, Gina, live in Sandy Spring, Maryland, with their two children.

                      1501 K Street NW
                      Suite 1100
                      Washington, DC 20005
                    • Ryan Shuler

                      Ryan Shuler, CFP

                      Vice President–Wealth Management

                      Financial Advisor

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                      • AK
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • ND
                      • NE
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • PR
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VI
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                      Ryan focuses on business development and portfolio management for the Slater King Fitzenreiter Group. Using a goals-based approach, he helps a select group of clients develop appropriate strategies to manage their wealth. Ryan holds the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

                      Prior to joining Merrill Lynch, Ryan worked as an institutional equity trader, helping mutual fund companies and hedge funds with trade facilitation, research opportunities and liquidity needs. He is a graduate of the Georgetown University McDonough School of Business, where he played four years of collegiate lacrosse and was team captain. A Washington, DC, native, Ryan attended Georgetown Preparatory School and remains active in his high school alumni association, and in the local community as a member of the Make-A-Wish® Mid-Atlantic, Inc. Advisory Board.

                            1501 K Street NW
                            Suite 1100
                            Washington, DC 20005
                          • Carey Greenauer

                            Carey Greenauer, CFP, CRPC

                            Associate Director

                            Senior Wealth Strategy Associate

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                            • AK
                            • AL
                            • AR
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DC
                            • DE
                            • FL
                            • GA
                            • HI
                            • IA
                            • ID
                            • IL
                            • IN
                            • KS
                            • KY
                            • LA
                            • MA
                            • MD
                            • ME
                            • MI
                            • MN
                            • MO
                            • MS
                            • MT
                            • NC
                            • ND
                            • NE
                            • NH
                            • NJ
                            • NM
                            • NV
                            • NY
                            • OH
                            • OK
                            • OR
                            • PA
                            • PR
                            • RI
                            • SC
                            • SD
                            • TN
                            • TX
                            • UT
                            • VA
                            • VI
                            • VT
                            • WA
                            • WI
                            • WV
                            • WY

                            Prior to joining UBS Private Wealth in 2022, Carey began with Merrill in 1999. Her primary responsibilities on the team include helping to oversee operations and business growth, assisting the private wealth advisors with private client investment proposals and developing wealth preservation, cash flow and retirement analyses. She is a magna cum laude graduate of the University of South Carolina’s Moore School of Business and Honors College. She holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor ,CRPC®) designation. She lives in Silver Spring, Maryland, with her husband, Derek, and two daughters.

                                  1501 K Street North West
                                  Suite 1100
                                  Washington, DC 20005
                                • Gigi Peterson

                                  Gigi Peterson, CFP

                                  Associate Director

                                  Senior Wealth Strategy Associate

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                                  • AK
                                  • AL
                                  • AR
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • HI
                                  • IA
                                  • ID
                                  • IL
                                  • IN
                                  • KS
                                  • KY
                                  • LA
                                  • MA
                                  • MD
                                  • ME
                                  • MI
                                  • MN
                                  • MO
                                  • MS
                                  • MT
                                  • NC
                                  • ND
                                  • NE
                                  • NH
                                  • NJ
                                  • NM
                                  • NV
                                  • NY
                                  • OH
                                  • OK
                                  • OR
                                  • PA
                                  • PR
                                  • RI
                                  • SC
                                  • SD
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • VI
                                  • VT
                                  • WA
                                  • WI
                                  • WV
                                  • WY

                                  Gigi joined UBS Private Wealth Management in 2022. On the Slater King Fitzenreiter Group, Gigi serves as a relationship manager focused on developing strategies and advice for individuals and institutional clients by understanding their short- and long-term financial objectives. She works closely with their client’s full team of advisors, including attorneys, accountants and other advisors, to provide a coordinated approach to wealth management.

                                  Before joining Merrill Lynch in 2008, Gigi worked for seven years in the industry for two large financial services companies. She earned her bachelor's degree in economics and political science from Bucknell University in Lewisburg, Pennsylvania. She holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Gigi and her husband, Matt,  and their two children reside in Arlington, Virginia, where she is also an active member of their local Parent Teacher Association and of the Advisory Council to Teaching and Learning for Arlington Public Schools.

                                        1501 K Street NW
                                        Suite 1100
                                        Washington, DC 20005

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