Skip Anderson is a Managing Director–Wealth Management and co-founder of The Boyle Anderson Group at UBS. He and his team provide comprehensive wealth management solutions—including in-depth investment research, custom asset allocation and tailored portfolio design—to individuals, families, and business owners. Helping clients reach their financial goals without taking undue risk has remained Skip's primary objective from the beginning. Skip spent the majority of his career at Legg Mason and joined UBS in 2009. He holds a bachelor's degree from the University of Maryland. Skip and his wife, Lynn, live in Bethesda, Maryland, and enjoy spending time with their family and friends.

• 36 Years of Experience in the Financial Services Industry
• B.A. - Political Science, University of Maryland
• Series 7 - General Securities Representative
• Series 9 & 10 - General Securities Sales Supervisor
• Series 63 - Uniform Securities State Agent
• Series 65 - Investment Advisor Representative
• Life, Health and Variable Annuities Licensed

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Chick began his career in the financial services industry in 1972. With extensive knowledge of the financial markets and a passion for analysis, Chick is able to translate the complexities of the stock markets into clear and practical sense for our clients.  Chick builds customized investment portfolios to reflect a client's unique needs, time horizons, and other priorities, including cash flow needs.  He studies the capital markets, market trends, asset allocation and portfolio design.  His portfolio management services are especially attractive to investors who have an interest in sustainable investing and who want to proactively consider the positive or negative social and environmental effects of their underlying investments and who are motivated by opportunities to drive positive change. Chick pursues high-quality companies we believe can sustain high returns on operating capital while at the same time are free from tobacco, alcohol, adult entertainment, gambling, controversial weapons or firearms. Chick has considerable experience with faith-based investing for clients who want to realize good returns without compromising their religious or moral values.

• 49 Years of Experience in the Financial Services Industry
• Bachelor of Science, Business and Public Administration, University of Maryland, 1970
• Series 1 - General Securities Representative
• Series 9 & 10 - General Securities Sales Supervisor
• Series 63 - Uniform Securities State Agent
• Series 65 - Investment Advisor Representative
• Life, Health, Variable Annuities and Long Term Care Insurance Licensed

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

With over 25 years of experience in the wealth management business, Ron provides comprehensive financial planning services for his clients in Bethesda, MD.  As a CERTIFIED FINANCIAL PLANNER™ and Senior Vice President, he builds & maintains customized investment portfolios based on clients' needs and goals.  He focuses on strategic asset allocation, estate & tax planning, and retirement income solutions. Ron worked for Legg Mason & Smith Barney prior to joining UBS in 2009. He graduated from McDaniel College (formerly Western Maryland College) in 1994 with a Bachelor of Arts in Business Administration & Economics.  He was a varsity soccer player at McDaniel and still holds the all-time career assist record and he played professional soccer for the Baltimore Bays from 94-98. He currently lives in Mount Airy, MD with his wife, Courtney, and four kids (Alyssa, Carter, Lauren & Callie).

• 26 Years Experience - Financial Services Industry
• CERTIFIED FINANCIAL PLANNER™
• B.A. - Business Admin/Economics, McDaniel College
• Series 7 - General Securities Representative
• Series 63 - Uniform Securities State Agent
• Series 65 - Investment Advisor Representative
• Life, Health and Variable Annuities Licensed

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

• 23 Years of Experience in the Financial Services Industry
• CERTIFIED FINANCIAL PLANNER™
• B.A. - Psychology & Business Administration, Florida Atlantic University
• Series 7 - General Securities Representative
• Series 9 & 10 - General Securities Sales Supervisor
• Series 24 - General Securities Principal
• Series 27 - Financial and Operations Principal
• Series 63 - Uniform State Exam
• Series 66 - Combined Investment Advisory Agent & Uniform State Exam
• Life, Health and Variable Annuities Licensed

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, MA, MD, MI, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV

Charlie joined the Boyle Anderson Group in 2018, after working in New York City in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™, he provides a comprehensive wealth management approach as he helps clients and families consider their financial and personal goals. Charlie's main responsibilities include investment management, business development and multigenerational financial planning. Charlie holds a B.S. in Finance from Wake Forest University. Born and raised in the local Maryland suburbs, he now lives in downtown Washington D.C. and enjoys spending time with family and friends in the community.

• 8 Years Experience - Financial Services Industry
• CERTIFIED FINANCIAL PLANNER™
• B.S. - Finance, Wake Forest University
• Series 7 Licensed - General Sercurities Representative
• Series 66 - Combined Investment Advisory Agent & Uniform State Exam
• Life, health and variable annuities licensed

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Maria joined the Boyle Anderson group in 2005 and is the lead client relationship manager on the team. She focuses on delivering exceptional client service and strives to untangle the complicated and frustrating tasks client's face in their financial lives. She has built strong relationships with clients through a deep understanding of their complex situations. She has a unique ability to provide solutions to client's problems before the client is aware those problems exist. Maria is fluent in two languages: English and Korean. She enjoys spending her free time with her four sons and two grandchildren.

• 18 Years of Client Service Experience in the Financial Industry
• Series 7 - General Securities Representative
• Series 63 - Uniform Securities State Agent

Registered States:
DC, MD

Kelly has been in the financial services business for 8 years and has worked with the Boyle Anderson Group her entire career. She prides herself on providing exemplary customer service and especially enjoys assisting with the financial planning process. She graduated from Dickinson College in 2011 with a Bachelor of the Arts degree. Kelly earned the Wealth Management Associate title in 2018 and holds the series 7 & 66 securities licenses as well as Life, Health & Accident insurance licenses. Kelly and her husband love traveling and actively volunteer for the American Heart Association and the Adult Congenital Heart Association.

• B.S. - Dickinson College
• 8 Years of Client Service Experience in the Financial Industry
• Series 7 Licensed - General Sercurities Representative
• Series 66 - Combined Investment Advisory Agent & Uniform State Exam
• Life, health and variable annuities licensed

Registered States:
DC, MD, VA