Mc Lean, VA Office

Mark Gillen is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory work, he pursues oil painting and sells his artwork. 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, relying on proprietary research, model-based asset allocations, and a broad platform of capital markets functions.

Sharon Lafever is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Morgan Stanley for eight years before joining UBS in 2022. Outside of her advisory role, she is involved in direct sales and business development for health and wellness products with Partner.Co, Inc. (formerly New Age Beverage) and DoTERRA. 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. The firm uses proprietary research and model-based asset allocations to tailor plans for clients and offers integrated services including custody, underwriting, and securities-backed lending.

Jacob Shine is a Series 66-credentialed financial advisor with UBS Financial Services in McLean, VA, where he has worked since 2016. He has nine years of industry experience and previously attended Indiana University from 2013 to 2017. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

James Palumbo is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with UBS since 2010, following a brief tenure at Merrill. Outside of his advisory role, he is involved with the Virginia Defense Force and has experience managing commercial loan brokerage and residual collections from investment-related transactions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Michael Muehr is a Series 66 licensed financial advisor at UBS Financial Services in McLean, VA, with 18 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, Muehr serves on the board of Golf Pros Beating Cancer, a foundation that raises funds for melanoma research, and is an advisory board member for Wings of Hope, a charitable organization supporting melanoma awareness and research; he is also a Stage IV melanoma survivor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocation and proprietary research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and operates as both a broker-dealer and an investment adviser.

Thomas Clark is a financial advisor with UBS Financial Services in McLean, VA, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014. 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 services and uses proprietary research and model-based asset allocations to tailor financial plans.

M Collier Irvin is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. 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.

Eric Beck is a financial advisor at UBS Financial Services in McLean, VA, holding a Series 66 designation with 22 years of industry experience. He has been with UBS since 2004. Beck serves on the board of directors for the Kings Manor Homeowners Association, participating in decisions related to community management. 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 services and integrates proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

David Mitchell is a financial advisor at UBS Financial Services in McLean, VA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2015. 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 its advice.

Andrea Arias Turriago is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets. UBS Financial Services 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 broad range of services such as underwriting, market-making, proprietary research, and securities-backed lending.

Harry Benson is a financial advisor with UBS Financial Services in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He worked at Mesitis PTE Ltd for one year before joining UBS in 2017. Outside of his advisory role, Benson serves as Treasurer for the Cottage School Parent Association in Richmond, Virginia. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and offers a range of custody, underwriting, and capital markets services.

Linda Paul is a financial advisor with UBS Financial Services who holds Series 63, 65, and 66 licenses and has 33 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative investments. The firm integrates institutional trading capabilities with wealth management through a broad platform that includes principal trading, market-making, and affiliated banking services.

Geoffrey Mchenry is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of finance, he is a part owner of Vienna Racing, LLC, a partnership formed to race a J105 sailboat in Annapolis, MD. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Kenneth Rubio is a CFP® professional with 24 years of experience, currently serving as a financial advisor at UBS Financial Services since 2002. He holds a Series 66 designation and is based in McLean, 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, offering proprietary research and a variety of capital markets services.

Matthew Chalfant is a financial advisor with UBS Financial Services in McLean, VA, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and draws on proprietary research and capital market assumptions to tailor client strategies.