Washington, DC K Street NW Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

2

Of 9,322 advisors across 992 offices

Location

1501 K Street NW, Suite 1100

Washington DC 20005

Advisors at this office

2

Advisors at this office

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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 financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and over 23 years of industry experience. He has been with UBS and its predecessor firms since 1995. Outside of his advisory role, he serves on the board of directors and finance committee for the Connelly School of the Holy Child, a Catholic college preparatory school for young women. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory solutions through a large network of financial advisors using proprietary research and model-based asset allocations.

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