Juliana Park is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Merrill and Morgan Stanley before joining UBS in 2016. Outside of her advisory role, Park is an author, speaker, and life coach, leading workshops and coaching individuals on creating an abundant life. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Robyn Wicks is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and having 10 years of industry experience. She has been with UBS Private Wealth Management since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

David Gordon is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and contributed to Seeking Alpha. His background also includes roles at the University of Maryland and other educational and community organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Dana Sorrentino is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Instacart. 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 financial plans to clients’ goals and risk tolerances. The firm operates as both a wealth manager and an institutional trading entity, providing a broad range of capital markets and advisory services.

Caroline Ryan is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing access to fee-based financial planning, portfolio management, and proprietary research.

Michelle Pathrose is a financial advisor at UBS Financial Services holding a Series 66 designation. She has prior experience at Scotiabank and BDO USA, PA, and completed her education at Northeastern University. Michelle is based in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients, combining brokerage and investment advisory offerings with proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm provides a range of services including financial planning, portfolio management, and capital markets activities.

Gianna Ruffino is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Her prior roles include positions at Virtual Service Operations, Catholic University, Boston Children's Hospital, Body Bronze, and Parisian Day Spa. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Robert S. Wright is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. 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 blends institutional trading capabilities with wealth management services, providing a broad range of capital markets, research, and lending solutions.

Alexis George is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and bringing 12 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, George serves on the boards of several nonprofit organizations, including a vocational work study program for students with autism and a fundraising group supporting Georgetown University athletics. She is also the treasurer for the PTA at Hyde-Addison Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Oliver Fitch is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Samsung Electronics and several small businesses such as Blue Willow Bakery and Gourmet Seafood. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Roderick Von Lipsey is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 credential and 25 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Von Lipsey serves as a trustee for The Aspen Institute and as the board chairman of The CNA Corporation, a nonprofit FFRDC. 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 investment plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial solutions through its extensive platform.

James Ball II is a financial advisor with UBS Financial Services in Washington, DC. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

Bennett Kavlick is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital Planners. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to support tailored financial plans.

Christopher Gee is a CFA® charterholder with 21 years of industry experience. He has worked at UBS Financial Services since 2016 and previously held positions at Merrill and GFO Advisory Services, LLC. Based in Washington, DC, he holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 and offers access to proprietary research and capital markets services.

Asif Bhally is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Raymond James & Associates and RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Chad Lemko is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017 before joining UBS, where he has been since 2017. 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, leveraging proprietary research and a range of capital markets functions.

William Cone is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at UBS Financial Services since 2006. 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 and provides proprietary research and capital markets services through its platform.

Gracyn Maretta Bertucci is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. She has been with UBS since 2022, with prior experience at BCA Private Wealth and various roles in other industries. Her work history includes positions outside of finance at organizations such as Southern Pressed Juicery and Aramark. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Sophia Grazioli is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors LLC, Jeffrey Tindall, and State Farm Insurance. Outside of her advisory role, she serves as an assistant lacrosse coach for a local women's travel team. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Jeanine Krall is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has worked at UBS since 2019 and previously held roles at Paychex Securities Corporation and Paychex, Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through vendor research and proprietary asset allocation models.