Washington, DC 17th St NW Office

Thomas Johnson is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and leverages research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Sarah Simon is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Travis Ilitch is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience with several firms including D1 Capital LP, Sona Asset Management, and Radcliff. Outside of finance, he has been involved with George Mason Baseball Camps and attended Georgetown University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Patrick Adams is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. 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, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Jarrett Brant is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include four years at Wells Fargo and seven years of service in the United States Marine Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings, providing a broad range of capital markets and advisory services.

Krishna Gall is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Swiss Re Management, Tradition Securities and Derivatives, Weiss Asset Management, and served as a lecturer at Columbia University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Gary Cundall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets, among other firms. Outside of advising, he writes history and humor books and serves as president and director of a family ranching operation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor portfolios. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Keith Apton is a Series 66-registered financial advisor with UBS Financial Services in Washington, DC, where he has worked since 2009. He has 24 years of industry experience. Outside of his advisory role, Apton serves on the boards of several organizations, including a pharmaceutical distribution company and a farming nonprofit, and is involved in employee ownership education through The ESOP Association and the National Center for Employee Ownership. 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 through a broad platform of investment, custody, and capital markets solutions.

Jake Sodeman is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. 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 provides a broad range of capital markets and research resources.

Daniel Shannahan is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is based in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

John Hanley is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining UBS in 2020, he worked at Goldman, Sachs & Co. for 14 years and Morgan Stanley from 2001 to 2004. He serves on the Finance Committee and is Treasurer and Chair of the Investment Committee for the American Kidney Fund, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers customized financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Sheldon Ray Jr. is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining UBS in 2026, he spent 11 years at Raymond James & Associates. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.

Adam Mac Leod is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at T Rowe Price for two years and has held multiple positions in education and service roles prior to his current advisory career. 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 financial plans. The firm combines wealth management and institutional trading capabilities, providing a broad range of financial services.

Jaron Dandridge Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at The Hamilton, Eli Lilly, Johnson & Johnson, and served at Howard University and in secondary education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Ashley Amirsakis is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, she held positions at Wee Burn Country Club, J.Crew, and The Catholic University of America, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor portfolios. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.