Michael Brick - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Bethesda, MD. With their knowledgeable perspective, good judgement, and broad experience, they are committed to helping clients organize their finances around their short-term needs, longer-term goals, and future generations. They offer personalized investment strategies, financial planning, and insurance solutions, and work closely with estate planning attorneys and CPAs to ensure clients' objectives are met.
James Jim Polcaro, a Senior Vice-President - Wealth Management, brings extensive experience in the financial services industry to the team. As an accredited Portfolio Manager at UBS, he always acts in the best interest of his clients and focuses on personalized investment strategies, financial planning, and insurance needs. Jim is passionate about the outdoors and enjoys spending time with his family, seeking out new adventures.
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