Daniel J Shannahan-UBS Financial Services Inc

Hendler Stern - UBS Financial Services Inc. is a Washington, DC-based firm specializing in private wealth management, dedicated to understanding clients' priorities and helping them achieve their financial goals. The team, led by experienced professionals like Jared Max Hendler and David Stern, combines extensive industry knowledge with a client-centric approach to investment strategies. With a focus on personalized advisory services, the firm employs a comprehensive perspective on wealth management, drawing from the diverse backgrounds of its advisors. Their expertise spans various financial sectors, ensuring that clients receive tailored solutions to navigate complex investment landscapes. Generated from the website

The Neal Wealth Consulting Group, part of UBS Financial Services Inc., is led by Senior Vice President and Financial Advisor Bruce Neal, who brings nearly three decades of experience in wealth management. The firm specializes in comprehensive financial, estate, and wealth management plans tailored for corporate executives, entrepreneurs, and ultra-high-net-worth clients, including endowments and foundations. With a focus on the UBS Wealth Way approach, the group emphasizes the importance of liquidity, longevity, and legacy in assisting clients with their wealth management needs. The Neal Wealth Consulting Group provides personalized investment solutions and capital allocation strategies designed to help clients confidently pursue their financial goals while navigating diverse market environments. Generated from the website