Lasting relationships. For all that matters

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.

Start the conversation

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.

Steven West

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Steven West, Financial Advisor, is the founding member and Senior Partner of the West Group. He joined Legg Mason in 1999 as a financial advisor. Through the years, he has successfully transitioned his clients from the acquisition of Legg Mason by Smith Barney to the Joint Venture between Smith Barney and Morgan Stanley. Moreover, it was during this transition that Steve achieved the positions of Vice President, First President and, presently, Senior Vice President.

Steve received his Certified Financial Planner™ (CFP®) in 2003 and his Chartered Retirement Plan Specialist^SM (CRPS®) designation in 2012. He graduated with honors in Economics and Magna Cum Laude in 1996 from Western Maryland College upon transferring, after one year, from the United States Military Academy at West Point. He has a double-major in Economics and Business Administration and a minor in Accounting. Steve has passed numerous examinations in the securities industry including FINRA Series 7, 66 and Insurance. He earned his Certified Public Account designation (CPA) in 1997 (he is a non-practicing CPA).

Steve resides in Bethesda, Maryland with his wife Nancy and his son Bradley. He has two grown step-sons, Bobby and Michael and a step-granddaughter, Ellie.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Western Maryland College, Economics, Magna Cum Laude
- United States Military Academy at West Point, Economics & Business Administration, minor in Accounting
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

steven.west@ubs.com

Steven West

7272 Wisconsin Avenue,Bethesda,MD,20814
Nicholas Feracci, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Nicholas Feracci, CFP® is a Certified Financial Planner™ who specializes in helping individuals, families, and small business owners plan for retirement and protect their wealth. He creates custom investment solutions tailored to meet the unique goals and financial situations of his clients. By focusing on asset allocation and diversification, Nick ensures that his clients' portfolios are balanced to optimize growth while managing risk. He emphasizes the importance of wealth preservation strategies to safeguard assets and maintain long-term financial security.

As a CFP® professional, Nick follows a fiduciary standard, meaning he is committed to acting in his clients' best interests. His expertise spans retirement planning, investment management, and tax-efficient strategies, providing clients with a holistic approach to financial success. Working with a financial professional like Nick offers benefits such as objective advice, personalized financial plans, and ongoing portfolio monitoring. He helps clients navigate complex financial decisions with confidence and clarity. Nick is passionate about empowering clients to achieve their financial goals and enjoy peace of mind throughout their financial journey.

He is a lifelong resident of Baltimore, Maryland and was raised in Little Italy. He currently resides in Lutherville, MD, with Michelle and his two children, Madison and Dominic.
- McDaniel College
- CERTIFIED FINANCIAL PLANNER®
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

nicholas.feracci@ubs.com

Nicholas Feracci, CFP

7272 Wisconsin Avenue,Bethesda,MD,20814
Tyler Kurtz

Client Associate
View bio
- MD
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

tyler.kurtz@ubs.com

Tyler Kurtz

7272 Wisconsin Avenue,Bethesda,MD,20814
Adam Shams

Client Associate
View bio
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

adam.shams@ubs.com

Adam Shams

7272 Wisconsin Avenue,Bethesda,MD,20814

Steven West

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Steven West, Financial Advisor, is the founding member and Senior Partner of the West Group. He joined Legg Mason in 1999 as a financial advisor. Through the years, he has successfully transitioned his clients from the acquisition of Legg Mason by Smith Barney to the Joint Venture between Smith Barney and Morgan Stanley. Moreover, it was during this transition that Steve achieved the positions of Vice President, First President and, presently, Senior Vice President.

Steve received his Certified Financial Planner™ (CFP®) in 2003 and his Chartered Retirement Plan Specialist^SM (CRPS®) designation in 2012. He graduated with honors in Economics and Magna Cum Laude in 1996 from Western Maryland College upon transferring, after one year, from the United States Military Academy at West Point. He has a double-major in Economics and Business Administration and a minor in Accounting. Steve has passed numerous examinations in the securities industry including FINRA Series 7, 66 and Insurance. He earned his Certified Public Account designation (CPA) in 1997 (he is a non-practicing CPA).

Steve resides in Bethesda, Maryland with his wife Nancy and his son Bradley. He has two grown step-sons, Bobby and Michael and a step-granddaughter, Ellie.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Western Maryland College, Economics, Magna Cum Laude
- United States Military Academy at West Point, Economics & Business Administration, minor in Accounting
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

steven.west@ubs.com

Steven West

7272 Wisconsin Avenue,Bethesda,MD,20814
Nicholas Feracci, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Nicholas Feracci, CFP® is a Certified Financial Planner™ who specializes in helping individuals, families, and small business owners plan for retirement and protect their wealth. He creates custom investment solutions tailored to meet the unique goals and financial situations of his clients. By focusing on asset allocation and diversification, Nick ensures that his clients' portfolios are balanced to optimize growth while managing risk. He emphasizes the importance of wealth preservation strategies to safeguard assets and maintain long-term financial security.

As a CFP® professional, Nick follows a fiduciary standard, meaning he is committed to acting in his clients' best interests. His expertise spans retirement planning, investment management, and tax-efficient strategies, providing clients with a holistic approach to financial success. Working with a financial professional like Nick offers benefits such as objective advice, personalized financial plans, and ongoing portfolio monitoring. He helps clients navigate complex financial decisions with confidence and clarity. Nick is passionate about empowering clients to achieve their financial goals and enjoy peace of mind throughout their financial journey.

He is a lifelong resident of Baltimore, Maryland and was raised in Little Italy. He currently resides in Lutherville, MD, with Michelle and his two children, Madison and Dominic.
- McDaniel College
- CERTIFIED FINANCIAL PLANNER®
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

nicholas.feracci@ubs.com

Nicholas Feracci, CFP

7272 Wisconsin Avenue,Bethesda,MD,20814
Tyler Kurtz

Client Associate
View bio
- MD
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

tyler.kurtz@ubs.com

Tyler Kurtz

7272 Wisconsin Avenue,Bethesda,MD,20814
Adam Shams

Client Associate
View bio
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

adam.shams@ubs.com

Adam Shams

7272 Wisconsin Avenue,Bethesda,MD,20814

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leading global wealth manager

Retirement planning

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Steven West

Nicholas Feracci, CFP

Tyler Kurtz

Adam Shams