Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Warner Moore

Senior Vice President–Wealth Management

Financial Advisor

 

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.

 

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Alabama, B.S Finance & Marketing

Credentials

  • Chartered Retirement Plans Specialist℠
  • Senior Portfolio Manager
1501 K Street North West
Suite 1100
Washington, DC 20005

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Poi DeStefano

Wealth Management Associate

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

Registered States:
  • 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

Education

  • Catholic University, B.S.B.A in Finance

Credentials

  • Licenses: Series 7, Series 66
1501 K Street North West
Suite 1100
Washington, DC 20005

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Ashley Amirsakis

Intern

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

Education

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

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