Insight-based advice

The Potomac Group

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Four people meeting in glass office

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.

  • Fardin Nematollahi Profile Photo

    Fardin Nematollahi

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Fardin joined UBS as Vice President of Investments in 2008. Prior to UBS, he was a Financial Advisor at Morgan Stanley Smith Barney for 5 years. Prior to entering the financial services industry, Fardin held various sales and management positions at MCI and AT&T. His 15 years of experience in the telecommunications industry were focused on developing and managing complex network strategies for Tier 1 Internet Service Providers and the Department of Defense. Fardin holds a B.S. in Architecture from the University of Maryland and an MBA in International Finance from the American University. Fardin and his wife, Morgan, support the activities of their daughter, LaDan, and their son, Camron. In 2017, LaDan had the privilege of representing TEAM USA Synchronized Ice Skating Team in Austria and Croatia with the New York Skyliners. Camron plays Travel Hockey for the Reston Raiders of Virginia and varsity Hockey with Bishop O'Connell HIgh School in Arlington, VA.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Maryland, B.S. Architecture
    • American University, M.B.A. International Finance
      1800 Tysons Blvd
      5th Floor, Suite 550
      Mclean, VA 22102
    • Freddy Rosenthal Profile Photo

      Freddy Rosenthal

      Wealth Management Associate

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      • DC
      • MD
      • PA
      • VA

      As an integral member of your advisory team, Freddy brings over 17 years of experience to the Potomac Group at UBS. He has completed the Cannon Financial High Net Worth training program and is registered with FINRA.  Freddy handles all marketing, business development and client communications for the team.  Freddy is married and enjoys spending as much time as possible with their three children. Freddy is fluent in Spanish and Series 7, Series 66 registered. Freddy started his career in Operations at PaineWebber in 1999. Spent 2 years as a Client Service Associate at Smith Barney. Rejoined UBS/PaineWebber in 2003. His experience in the investment industry has been focused on the needs of affluent individuals and high net worth families. He studied Economics at Strayer University.

       

        • Strayer University, Economics
          1800 Tysons Blvd
          5th Floor, Suite 550
          Mclean, VA 22102
        • Christopher Casey Profile Photo

          Christopher Casey, CFP, AWMA

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • LA
          • MA
          • MD
          • MO
          • NC
          • NJ
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV
          • WY

          Chris Casey is a Wealth Planning Associate who partners with Financial Advisors throughout the Washington DC Market to provide comprehensive financial planning services to high net worth clients. Additionally, he works closely with key product consultants to ensure that the most suitable solutions are used in executing each client’s financial plan.

          Prior to joining UBS, Chris was a Sales Associate for United Brokerage Services and Cardinal Wealth Management. Chris earned a degree in Economics from Johns Hopkins University and currently resides in Arlington, VA with his fiancée. He holds the Series 7, Series 66, life and health insurance license, and obtained the AWMA designation.

            • Johns Hopkins University, Economics
            • Accredited Wealth Management Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            1501 K Street North West
            Suite 1100
            Washington, DC 20005

          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.

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          As of 06/30/2022

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          UBS is a world-leading wealth manager