Wong, Patrick

Horn Wealth Management, part of UBS Financial Services Inc., is a dedicated financial advisory team based in Baltimore, Maryland, focused on listening to clients' priorities and concerns to help them confidently pursue their long-term financial goals. Their team includes experienced financial advisors, each holding prestigious certifications such as CFP, committed to delivering personalized investment planning and retirement strategies. With a diverse depth of expertise, Horn Wealth Management emphasizes building lasting relationships that start with understanding each client's unique vision for the future. Their comprehensive approach caters to a variety of clientele, including individuals and business owners, enhancing financial education and decision-making for investments and succession planning. Generated from the website

Anchor Wealth Management is a dedicated financial services team at UBS Financial Services Inc. in Baltimore, Maryland. The team specializes in understanding clients' priorities and goals, working collaboratively to design detailed investment plans that align with each client's vision for the future. With a wealth of experience and industry recognition, the team features experts such as Daniel H. White and Christopher K. Hicks, both holding the CERTIFIED FINANCIAL PLANNER certification. Their collective aim is to assist clients, including business owners and families, in achieving long-term financial success while providing first-class service through their client associates. Generated from the website

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. Generated from the website