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Denny G

Series 66

Washington, DC

UBS Financial Services

Denny Goforth Jr. is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of directors for Our Lady of Good Counsel High School and the Olney Community Baseball Team, where he is involved in governance, strategic planning, and community engagement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and services through its extensive network of advisors.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Leland B

Series 66

Washington, DC

UBS Financial Services

Leland Bishop III is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, bringing 24 years of industry experience. He has been with UBS and its predecessor UBS PaineWebber since 1995. Outside of his advisory role, Bishop serves on the Finance Committee of the board of directors for the Connelly School of the Holy Child, a Catholic college preparatory school for young women. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm tailors client plans using proprietary research and capital market assumptions and operates as both an investment adviser and broker-dealer.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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