Insight-based advice

Observatory on mountain top

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Young professional woman

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • William Carlton Profile Photo

    William Jeffrey Carlton

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • SD
    • TX
    • UT
    • VA
    • WA
    • WI

    Jeff joined UBS in 2007 and is a member of the Investment Management Consultants Association (IMCA).  Jeff received the Certified Investment Management Analyst (CIMA®) designation in 2001, from the Wharton School of Business and his Bachelor of Business degree in 1982 from James Madison University. Jeff is Series 7, 63, 65, 31 and insurance licensed.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • James Madison University, Bachelor of Business Degree
    • Certified Investment Management Analyst®
    1800 Tysons Blvd
    5th Floor, Suite 550
    Mclean, VA 22102
  • image

    Thomas Edward Clark, CFP

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • SC
    • SD
    • TX
    • UT
    • VA
    • WA
    • WI

    Tom Clark joined The Carlton Group in 2014 and focuses on providing the highest level of service to clients. Prior to UBS Tom worked for ING Financial Partners following his graduation from Bentley University where he received his Bachelor of Science majoring in finance with a minor in law. During his time at Bentley Tom further developed his skills and interest in finance and investing outside of the classroom by becoming a member of the Bentley Investment Group, and completing an internship at a hedge fund. Tom is a native of Virginia having grown up in Great Falls and now lives in Reston, Virginia.  Outside of work Tom enjoys skiing and golfing, and is a lifelong Washington Capitals fan.  Tom has his CERTIFIED FINANCIAL PLANNER™ designation and is Series 7, 66, and insurance licensed.

      • Bentley University, B.S. Finance, Minor in Law
      • CERTIFIED FINANCIAL PLANNER™
      1800 Tysons Blvd
      5th Floor, Suite 550
      Mclean, VA 22102

    The Year Ahead - Sustainable Investing

    Retirement planning

    Retirement planning

    Multigenerational planning

    Multigenerational planning

    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

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager