Financial planning and beyond

K Street Wealth Management

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

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.

  • Warner Moore

    Warner Moore

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV
    • WY

     

    Warner focuses primarily managing and implementing client portfolios and financial plans. He uses mutual funds and separately managed accounts to create diversified and balanced portfolios that meet specific client needs and goals. He is designated as a Senior Portfolio Manager and has been working in the industry since 1999.

    Warner is originally from Tuscaloosa, Alabama and now resides in Alexandria, VA with his wife Vanessa.

     

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • University of Alabama, B.S Finance & Marketing
    • Chartered Retirement Plans Specialist℠
    • Senior Portfolio Manager
    1501 K Street North West
    Suite 1100
    Washington, DC 20005
  • Lower Res 2019

    Poi DeStefano

    Wealth Management Associate

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WV

    Roles & Responsibilities:
    Poi has an integral role as a Registered Client Service Associate and is committed to providing the highest level of service to our clients. She has dedicated herself to expanding her skillset through attaining professional licenses and in-depth CSA training.

    Personal & Community:
    • Originally from Long Valley, NJ, Poi now resides in Washington, DC
    • Previously worked for UBS in Tyson's Corner, VA

      • Catholic University, B.S.B.A in Finance
      • Licenses: Series 7, Series 66
      1501 K Street North West
      Suite 1100
      Washington, DC 20005
    • Ashley Headshot

      Ashley Amirsakis

      Intern

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        Roles & Responsibilities:
        • Started at UBS in September 2021
        • Will study for the Series 7 and Series 66 upon graduation

        Personal & Community:
        • Originally from Darien, CT
        • Ashley is a Senior at Catholic University in Washington, DC

          • Catholic University, B.S.B.A in Finance, Expected May 2023
            1501 K Street North West
            Suite 1100
            Washington, DC 20005

          What did the Fed say?

          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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