Drelichman Group - UBS Financial Services Inc.

Daniel J. Shannahan is a Vice President of Wealth Management at UBS Financial Services Inc. in Washington, DC, bringing over 36 years of experience as a Financial Advisor. His primary focus is on managing discretionary investment portfolios, utilizing personalized strategies and defined models to help clients achieve their financial objectives. Shannahan emphasizes a highly customized experience through a Strategic Wealth Assessment, collaborating with clients, attorneys, and tax advisors to address all aspects of the planning process. He is also committed to educating the next generation on wealth transfers, ensuring a comprehensive approach to wealth management that incorporates liquidity, longevity, and legacy strategies. Generated from the website

Brock Van Selow, Senior Vice President of Wealth Management at UBS Financial Services Inc., offers a comprehensive suite of financial advisory services tailored for working professionals, executives, business owners, and families. With a focus on financial planning, the highly credentialed team aims to provide proactive service and thoughtful perspectives to help clients unlock opportunities and preserve wealth. Recognized as one of Forbes' America's Top Wealth Management Teams for High Net Worth in 2022 and consistently featured in the Best in State Wealth Management Teams from 2023 to 2025, Van Selow's practice emphasizes the importance of shaping a legacy that matters. This global leader in wealth management leverages over 160 years of experience and a vast network to guide clients through market challenges and opportunities. Generated from the website

New Columbia Advisors, a division of UBS Financial Services Inc., is a leading private wealth management firm based in Washington, DC. With a focus on highly successful families, their team offers innovative approaches and global solutions to grow and preserve complex wealth. Through their extensive resources and expertise in investment strategy, portfolio implementation, and risk management, they provide clients with opportunities that transcend borders and generations. Led by experienced professionals such as James Michael New, Patrick Michael Kenny, Judy Spalthoff, and Ann Bjerke, New Columbia Advisors is committed to helping clients make confident decisions about their financial future. Whether it's retirement planning, business strategies, or nonprofit development, their elite professional network and deep industry knowledge ensure that clients receive informed advice and ongoing support. With a track record of industry recognition and a dedication to building meaningful relationships, New Columbia Advisors is a trusted partner for families seeking comprehensive wealth management solutions.Generated from the website