Patrick Guarnieri - UBS Financial Services Inc. is a trusted wealth management firm located in Bethesda, MD. With over 18 years of experience in the financial services industry, Patrick and his team prioritize their clients' best interests, offering personalized financial planning and asset management services. They specialize in retirement strategies, wealth transfer, and insurance review analysis, and are committed to making a positive impact in their community through their involvement in various charitable causes.
Patrick Guarnieri, a Senior Vice President at UBS, graduated from the McIntire School of Commerce at the University of Virginia and has been with UBS since 2004. He is recognized as one of Forbes America's Top Next-Gen Generation Wealth Advisors and has received the Best-in-State designation in 2018 and 2019. Outside of the office, Patrick enjoys tennis, platform tennis, cooking, gardening, and antique textiles, and resides in Bethesda with his wife and two sons.
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