Lazarus, Simon Aty

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1501 K St NW
Washington, DC 20005
+1 (202) 736-8344
https://advisors.ubs.com

UBS Financial Services Inc., based in Washington, DC, is a leading global wealth management firm that provides investment advisory and brokerage services to clients. With a strong backing from its parent company, UBS AG, the firm focuses on delivering tailored financial planning advice, especially during significant life changes, to enhance clients' financial well-being.

The firm emphasizes a client-centered approach, addressing individual priorities, goals, and concerns while navigating market volatility and economic uncertainties. UBS Financial Services Inc. operates under distinct regulatory frameworks for its advisory and brokerage services, ensuring clients receive clear guidance on their investment strategies.

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