Kimberly Rosenfeld is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a board member for the Riverview at the Preserve Homeowners Association, where she oversees budgeting, financial reporting, and community projects. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in delivering its advisory services.

Christopher Beale is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Painewebber Inc. since 2003. Outside of his advisory work, Beale serves as committee chairman and treasurer for Cub Scout Pack 63 in the Tidewater Council of the Boy Scouts of America, involved in youth education and skill development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

James Kitz is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as trustee for a family trust related to the estate of a former UBS employee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Curtis Hanson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS Financial Services since 2015, with a two-year tenure at LPL Financial in between. Hanson is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Charles Roberts Jr. is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates with both wealth management and institutional trading capabilities.

Lisa Romano is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and 9 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services, delivering tailored strategies based on proprietary research and model-based asset allocations.

Robert Hoeft is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at American Financial Network and MassMutual Commonwealth. Outside of his advisory role, Hoeft serves as a baseball instructor and head coach for youth teams at his family’s business, Grand Slam II, and is a Second Lieutenant in the U.S. Army Reserves, Signal Corps. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides additional capital markets and custody services.

Lindsey Roberts is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial, Towne Wealth Management, Davenport & Company LLC, and BB&T Bank. Roberts is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

John Searing is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 license and having 28 years of industry experience. His previous roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he serves in several nonprofit roles, including director and past president of Lee's Friends Helping People Live with Cancer, and is active with the Rotary Club of Norfolk. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Katelin Shield is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and 16 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Christy Gleason is a financial advisor at UBS Financial Services with eight years of experience at the firm and an additional eight years at MassMutual Financial Services. She holds a Series 66 designation. Based in Norfolk, VA, she has been active in the financial industry for a total of 16 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans according to goals and risk tolerances.

Justin Steil is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Courtney Richard is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Richard serves on the board of the Financial Planners Association of Hampton Roads and performs improv and sketch comedy with Push Comedy Theater. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Robbyn Gayer is a Series 66-licensed financial advisor with UBS Financial Services in Norfolk, VA, bringing 23 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the boards of Optify Timeshares, Inc. and Virginians for High Speed Rail, is president of the Virginia Club, and owns a musical performance business called Straddle Band. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm operates with institutional trading capabilities alongside wealth management services, including futures commission merchant activities and affiliated banking programs.

Neal Smith is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2012 and serves concurrently in the US Navy. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and model-based asset allocations.

Scott Singor is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Richard De Salvo is a financial advisor at UBS Financial Services with the Series 66 designation and one year of experience in the industry. Prior to joining UBS, he served in the United States Navy for 21 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Patrick Cvitanovich is a financial advisor with UBS Financial Services in Norfolk, VA. He holds Series 63 and Series 65 designations and has 27 years of industry experience, having worked at Painewebber Incorporated and UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and diversified capital markets expertise.

Christopher Davis is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary capital market assumptions and research to tailor client plans and offers services including fee-based financial planning, portfolio management, and alternative product distribution.

Tracy Collins is a financial advisor at UBS Financial Services with 33 years of industry experience. She has held her current position at UBS since 2007. Collins holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets, research, and lending services.

Thomas Dickson is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he serves as executive director on the board and finance committee of the General Douglas MacArthur Foundation, which supports education and research related to Douglas MacArthur and the preservation of American heritage. He is also a partial owner of companies involved in real estate investments and racehorse ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocations, and fee-based financial planning to tailor strategies to clients’ goals and risk tolerances. The firm blends institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Tara Corrigall is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1987. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

J Duckworth Jr. is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2005. He serves as a board member of the Portsmouth General Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Marie Ramirez is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Davenport & Co. LLC for 13 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Benjamin Huger IV is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is an assistant coach for the varsity lacrosse team at Cape Henry Collegiate and serves on the board of directors for Habitat for Humanity, where he participates in project reviews, home building, and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management.

Bobbi Sawyers is a financial advisor at UBS Financial Services with 37 years of industry experience. She has been with UBS since 1995. Outside of her advisory role, she is involved in seasonal event staffing in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and various capital markets services.

Alexandria Wiles is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Merrill and in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mark Desalvo is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he previously operated a personal music group from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, utilizing research and proprietary asset allocation models to tailor client strategies.