Roger Feldman - UBS Financial Services Inc.

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500 E Pratt St Fl 11
Baltimore, MD 21202
+1 (410) 576-3035
https://advisors.ubs.com

Roger Feldman at UBS Financial Services Inc. in Baltimore, MD, specializes in comprehensive wealth management tailored for business owners, emphasizing the importance of understanding clients' priorities and long-term goals. With over 35 years of experience, Roger brings an institutional perspective to his practice, guiding clients through various market cycles and ensuring they have a solid financial plan in place.

Residing in Arnold, Maryland, Roger and his wife, Cindy, prioritize family and community, with their two grown sons living nearby. His approach to wealth management includes a focus on succession planning and creating rewarding workplace environments, helping clients navigate the complexities of wealth transfer and employee retention.

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