How can you pursue what matters most?

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As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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  • Bruce

    Bruce A. Neal

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • DE
    • FL
    • GA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NY
    • PA
    • SC
    • VA
    • VT
    • WA

    Bruce Neal is the Lead Partner of The Neal Wealth Consulting Group.  As a Registered Investment Advisor with nearly three decades of experience, Bruce  focuses on developing comprehensive financial, estate and wealth management plans for corporate executives and entrepreneurs. Bruce has also provided progressive advisory solutions for corporations, ultra-high net worth clients, endowments, and foundations. As a seasoned Investment Advisor, Bruce has navigated a wide array of market environments to create tailored portfolios, investment solutions and capital allocation decisions to guide clients to their investment objectives. Bruce attended Boston University and graduated from Virginia Commonwealth University with a Bachelor of Science in Economics and Finance.

      • Boston University
      • Virginia Commonwealth University
      • Wealth Advisor
      1501 K Street North West
      Suite 1100
      Washington, D.C., DC 20005
    • Gianna Ruffino

      Gianna Ruffino

      Wealth Management Associate

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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • VA
      • WV

            1501 K Street North West
            Suite 1100
            Washington, D.C., DC 20005
          • Scott Nevin

            Director

            WMA Salesperson

            Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley. 
          • Julia Lajeunesse

            Advisory Investment Specialist

            Working with our Financial Advisors and their clients, Julia provides personalized investment advice, while leveraging research and portfolio management capabilities across all available resources at UBS. Taking into account individual preferences and risk profile, Julia helps our Advisors construct, implement and monitor advice-based investment solutions within the context of an overall wealth management process.
          • Javier Ruiz

            Director

            Structured Solutions Consultant

            Javier is responsible for education Financial Advisors on the benefits and risk considerations associated with incorporation Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market-leading Open Architecture platform including implementation of portfolio and tactical strategies based on WM Research and the current market environment.
          • Lynn Nguyen

            Product Specialist, Insurance & Annuities

            Lynn is the product specialist of the annuity sales desk covering WMA advisors, and field leaders. She is responsible for education and supporting advisors on products and the process of incorporating annuities as part of the clients FGA and retirement income planning.

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          UBS and Credit Suisse—stronger than ever

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

          Backed by the strength of UBS

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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