Robert Allred, CFP, CPWA - UBS Financial Services Inc.

Hendler Stern - UBS Financial Services Inc. is a leading wealth management firm based in Washington, DC. With a team of experienced professionals, including Managing Director Jared Max Hendler and Senior Vice President David Stern, the firm offers a global perspective and personalized approach to help clients achieve their financial goals. Recognized for their expertise in investment management and strategic planning, Hendler Stern provides comprehensive wealth management services to high-net-worth individuals and families. With a focus on understanding clients' priorities and concerns, Hendler Stern takes a holistic approach to financial planning, considering the big picture and discussing clients' visions for the future. Their team of advisors, including Senior Wealth Strategy Associates Nicola O'Neil and Andrew Perlstein, brings deep industry knowledge and a commitment to delivering tailored solutions. Whether clients are looking to grow their wealth, preserve assets, or plan for retirement, Hendler Stern provides the expertise and guidance needed to confidently pursue life goals.Generated from the website

Denny B. Goforth, ChFC, CFP, CIMA, serves as a Senior Vice President and Financial Advisor at UBS Financial Services Inc. in Washington, DC, where he focuses on simplifying and improving the financial lives of his clients through structured financial planning and clear guidance. With credentials including a Certified Financial Planner and a Chartered Financial Consultant, Goforth is committed to helping clients achieve their long-term goals while balancing their personal passions, creating a financial strategy that emphasizes liquidity, longevity, and legacy. Generated from the website

UBS Financial Services Inc., based in Washington, DC, is a prominent player in the wealth management sector, offering investment advisory and brokerage services backed by the strength of its parent company, UBS AG. The firm is dedicated to understanding the unique needs of its clients and local communities, emphasizing personalized relationships that reflect a global perspective on investment opportunities. Specializing in services for individuals with significant wealth, UBS Financial Services Inc. provides tailored advice to navigate complex financial landscapes. With a commitment to transparency and client education, the firm ensures clients are informed about the nature of its advisory and brokerage services, guiding them through their financial journeys. Generated from the website