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MWH2

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers in a lobby
  • Daniel H White

    Daniel H White CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    Daniel H. White is a Managing Director and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the U.S. Naval Academy, George Washington University, and the Merrill Wharton School Financial Consultants Program. Prior to joining UBS, Dan began his career in wealth management in 1994. Dan strives to assist clients in developing long-term investment plans. He lives in Severna Park, Maryland, where he is active in various civic organizations. Dan has two sons, Mitchell and Brooks.

          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202
        • Christopher K Hicks

          Christopher K Hicks CFP

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
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          Christopher K. Hicks is Managing Director and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Chris graduated from Guilford College in 1992 with a degree in economics. He focuses on corporate retirement benefits, implementing the high-net-worth strategies of the group, investment planning, and investment manager selection. Chris also works closely to assist families with disabilities. Chris currently serves on the board of the Johns Hopkins Pediatric Oncology Advisory Board and is active in local community charities. He lives in Lutherville, Maryland, with his two daughters, Casey and Courtney.

              • CERTIFIED FINANCIAL PLANNER™
              500 East Pratt Street
              11th Floor
              Baltimore, MD 21202
            • Bonita J Rodriguez

              Bonita J Rodriguez

              Senior Client Associate

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              Bonita J. Rodriguez is a Senior Client Service Associate with over twenty five years of industry experience. Often the first point of contact, Bonita handles day-to-day operations with personal care and provides first-class service. She attended Southern University. She and her husband live in Towson, Maryland with their son, Diego.

                    500 East Pratt Street
                    11th Floor
                    Baltimore, MD 21202
                  • Laura R Michael

                    Laura R Michael

                    Senior Client Associate

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                    • AZ
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                    Laura R. Michael is a Senior Client Service Associate with over twenty years of industry experience. She assists clients with a wide breadth of daily needs. She graduated with honors from AACC in 2006 with an Associates Degree in Business Management. Laura currently lives with her family in Dundalk, Maryland.

                          500 East Pratt Street
                          11th Floor
                          Baltimore, MD 21202

                        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