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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Jeffrey Waranch

    Jeffrey Waranch

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • FL
    • GA
    • ID
    • MA
    • MD
    • NC
    • NJ
    • NY
    • PA
    • SC
    • VA
    • WA
    • WV

          307 International Circle
          4th Floor
          Hunt Valley, MD 21030
        • Tracey DuBree

          Tracey DuBree

          Vice President–Wealth Management

          Financial Advisor

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          • AK
          • CA
          • CO
          • DE
          • FL
          • GA
          • ID
          • IL
          • MA
          • MD
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA
          • WA
          • WV

          I grew up in Severna Park, Maryland and have been in the greater Baltimore area ever since. I went to the University of Baltimore where I graduated Cum laude with a degree in Business  with a specialization in Finance. Currently, I reside in Bel Air, MD with my two sons who keep me active as I coach soccer and little league baseball. Staying active and supporting philanthropic efforts are very important to me.  I am a triathlete and use the races that I participate in to raise money for various causes such as the National Brain Tumor Society,  the Leukemia & Lymphoma Society, Foundation for Sarcoidosis Research, LUNGevity, the Life and Breath Foundation as well as the Sexual Abuse/Spouse Abuse Resource Center (SARC). I also serve on the board of directors of both the University of Baltimore Foundation and the Life and Breath Foundation.  Outside of all of this, I enjoy spending time with my family, gardening and traveling.

           

          I have been working in finance for over 20 years. I joined UBS in 2003 where I started working as a Financial Advisor. I believe that any relationship, both personal and professional, needs to be built on trust, integrity, commitment, and communication. During my career as an advisor, I have modeled my business to incorporate these values into every situation. With those values in mind, managing risk and appropriate asset allocation are two factors that I monitor with each client. This allows us to create a holistic financial plan and manage your wealth in a tailored way to help you achieve your life goals.

            • University of Baltimore, Business with a specialization in Finance
              307 International Circle
              4th Floor
              Hunt Valley, MD 21030

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            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

            51 countries

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