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.

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Steven West

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NV
- 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
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Nick Feracci, Financial Advisor, has been in the industry since 2009 and exclusively with The West Group since 2010. He works closely with clients to develop goal based strategies to address all areas of financial life including: asset accumulation, insurance analysis, tax and estate planning strategies, education funding, retirement income and distribution planning. As part of The West Group’s client centric service model, Nick coordinates communication between his clients, their other trusted professional advisors, and The West Group’s planning team to ensure accuracy and timeliness.

Nick is a Certified Financial Planner™, earned his bachelor degree from McDaniel College in Westminster, MD, and holds his Series 7, 66, & 31 as well as his life and insurance licenses.

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

Steven West

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NV
- 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
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Nick Feracci, Financial Advisor, has been in the industry since 2009 and exclusively with The West Group since 2010. He works closely with clients to develop goal based strategies to address all areas of financial life including: asset accumulation, insurance analysis, tax and estate planning strategies, education funding, retirement income and distribution planning. As part of The West Group’s client centric service model, Nick coordinates communication between his clients, their other trusted professional advisors, and The West Group’s planning team to ensure accuracy and timeliness.

Nick is a Certified Financial Planner™, earned his bachelor degree from McDaniel College in Westminster, MD, and holds his Series 7, 66, & 31 as well as his life and insurance licenses.

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

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.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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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

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UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Steven West

Nicholas Feracci, CFP

Steven West

Nicholas Feracci, CFP

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