• JP Morgan Chase Private Bank - New York City
• Registered Assistant 2000-2004
• Education: BS, Business Management, Providence College
• License: Series 7, 63 & 65
• Happily married with two children and resident of Chevy Chase, MD

Registered States:
CA, DC, DE, FL, ID, MD, NJ, NV, NY, PA, SC, TX, VA

Meghan brings with her nine years of experience in finance to the team and a full set of licenses (Series 7, 63, 66, and 24). With her experience and breadth of licenses she has served in several roles in private wealth management and beyond, to include transitioning financial advisers and ensuring proper adherence to financial regulations.

Meghan earned her BA from Moravian College where she majored in Psychology -- a knowledge set that continues to pay dividends in the high-paced work environment of finance.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, PA, SC, TN, TX, VA, WV

Jerry Castro joined UBS Financial Services Inc. in 2009 and is the Managing Director, Complex Director of Washington, D.C. Prior to that time, Mr. Castro was the Executive Director of the Washington, D.C. market for 12 years at Morgan Stanley.

Mr. Castro served as a co-chair of the Branch Manager Advisory Council and holds a B.A. from Shippensburg University.

He and his wife, Catherine Castro, live in Annapolis, MD and are the proud parents of 8 wonderful children.

Registered States:
DC, MD, VA