Gregory J. Kight - UBS Financial Services Inc.

The Charles Drew Group at UBS Financial Services Inc. in Washington, DC, focuses on building long-term relationships with clients by providing tailored financial strategies to meet their unique needs and goals. Their mission emphasizes quality client service and a commitment to understanding individual priorities and concerns to foster confidence in pursuing financial aspirations. With a team of certified financial advisors, including Chartered Retirement Planning Counselors and Certified Investment Management Analysts, the firm integrates a comprehensive approach to wealth management that encompasses liquidity, longevity, and legacy. This strategy aims to assist clients in navigating market opportunities and challenges while setting a clear path toward achieving their financial objectives. Generated from the website

Haffner Wealth Management Group at UBS Financial Services Inc. is dedicated to building lasting relationships with clients through a commitment to understanding their priorities and concerns. With a focus on customized financial strategies, the team aims to be a primary source of financial advice by fostering long-term connections and delivering quality client service. Led by Barry Haffner, who brings over 35 years of experience, the group combines decades of collective financial services expertise with a personal touch, prioritizing client relationships over numbers. Alex Haffner, also part of the team, embodies a blend of traditional values and modern financial insights, ensuring comprehensive guidance for the evolving needs of wealthy families. Generated from the website