Experience Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

Peggy Peters

703-734-8434

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Since beginning her career in 1975, Peggy Peters has thoroughly enjoyed creating dynamic portfolios for and with her clients.

From individual stocks and bonds, to professional money management, and all the investment alternatives in between, she and her team offer access to all the current capital markets to help design and develop a plan that's compatible with each client's current lifestyle and retirement goals.

Peggy graduated from the University of Wisconsin with Honors, Who's Who among America's Colleges and Universities, with additional recognition from Who's Who of American Women.

Prior to a successful career as a Broker in Real Estate specializing in relocation of Corporate Executives, Peggy supervised the marketing department for Outboard Marine Corporation (OMC).

After transitioning to Washington D.C., she began her securities career with Bache & Co. in 1975 and after five mergers, transferred to Paine Webber, which merged with UBS in 2000.

Privately, she enjoys the company of her son Lee and her life on the Chesapeake Bay – boating and jetskiing with friends when weather permits.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY


Eric B. Beck, CFP®

Vice President - Wealth Management
Financial Advisor
703-734-8423

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Eric was born and raised in DeKalb, IL. He has a Bachelor's degree in Economics from Northwestern University and an MBA from Duke University's Fuqua School of Business.

Eric began his wealth management career in 1996 at Merrill Lynch in Chicago. He later became an officer at Deutsche Bank and spent several years working in Frankfurt, Germany before moving to their New York office in 2003.

Eric joined UBS's New York office in February, 2004 as a Financial Advisor.  He has been a CERTIFIED FINANCIAL PLANNER professional since 2008.

Outside of the office Eric enjoys spending time with his wife Jennifer, and their two children, Josie and Walter (ages 10 and 8).  Eric also volunteers for the local school and serves as the Treasurer of the New York Opera Society.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TX, UT, VA, VT, WA, WI, WV, WY


David Matthew Mitchell

Client Service Associate
703-734-8406

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David Mitchell is a native of California, where he received his bachelor's degree from San Diego State University. David has been in the financial services industry for eight years, beginning in the Compliance and Financial Advisor Supervision fields. With this experience as his roots, David has developed a "client-first" thinking approach.  He is happy to share this knowledge to clients in the years to come.

In his spare time, David enjoys traveling, playing golf and surfing.


Registered States:
AZ, CO, DC, FL, MD, NY, OR, SC, VA