Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jeffrey H. Waranch

Senior Vice President - Wealth Management
410-771-3139

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Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, KY, MA, MD, MN, NC, NJ, NY, PA, SC, VA, WA, WV


Tracey A. Dubree

Financial Advisor
410-771-3103

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I grew up in Severna Park, Maryland and have been in the greater Baltimore area ever since. I went to the University of Baltimore where I graduated Cum laude with a degree in Business  with a specialization in Finance. Currently, I reside in Bel Air, MD with my two sons who keep me active as I coach soccer and little league baseball. Staying active and supporting philanthropic efforts are very important to me.  I am a triathlete and use the races that I participate in to raise money for various causes such as the National Brain Tumor Society,  the Leukemia & Lymphoma Society, Foundation for Sarcoidosis Research, LUNGevity, the Life and Breath Foundation as well as the Sexual Abuse/Spouse Abuse Resource Center (SARC). I also serve on the board of directors of both the University of Baltimore Foundation and the Life and Breath Foundation.  Outside of all of this, I enjoy spending time with my family, gardening and traveling.

 

I have been working in finance for over 20 years. I joined UBS in 2003 where I started working as a Financial Advisor. I believe that any relationship, both personal and professional, needs to be built on trust, integrity, commitment, and communication. During my career as an advisor, I have modeled my business to incorporate these values into every situation. With those values in mind, managing risk and appropriate asset allocation are two factors that I monitor with each client. This allows us to create a holistic financial plan and manage your wealth in a tailored way to help you achieve your life goals.


Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, MA, MD, NC, NJ, NM, NY, PA, SC, VA, WA, WV