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.
Recognized as an industry leader:
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
Credentials
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.
Recognized as an industry leader:
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
Credentials
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
Education
Credentials
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
Education
Credentials
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
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
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
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
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