Finnerty Partners - UBS Financial Services Inc.

James L. Koltes is a Senior Vice President at UBS Financial Services Inc., bringing over four decades of experience in institutional equity sales and wealth management. His extensive background includes leadership roles at prominent financial organizations and a commitment to quality client service and long-term relationships. In addition to his professional achievements, Mr. Koltes has been actively involved in various financial and charitable organizations, including the Navy-Marine Corps Relief Society and the District of Columbia Retirement Board. He holds a BA in Economics from the University of Notre Dame and has served as a Lieutenant in the United States Navy, with his experiences detailed in Max Hastings' book on the Vietnam War. Generated from the website

Envision Capitol Wealth Management, a part of UBS Financial Services Inc. in Washington, DC, specializes in guiding high net worth individuals, families, professionals, and businesses through significant life events with thoughtful financial planning and wealth management. Their customized approach ensures that all components of clients' financial lives are addressed, enhancing their wealth preservation and transfer strategies. Led by Senior Vice President Charles Verner, who brings over 40 years of experience in financial and client services, the firm focuses on asset management, tax-efficient investing, and retirement and estate planning. Committed to comprehensive financial planning, the team utilizes UBS Wealth Way to address clients' liquidity, longevity, and legacy needs, aligning strategies with each client's unique goals. Generated from the website

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