The Potomac Group of UBS

Specialties

UBS Group specializes in providing financial and business solutions in planning, banking, investing and corporate solutions.

Meet the Manager

George C.

Manager

George has over 18 years of experience in the financial services industry and focuses on developing and managing financial strategies for affluent individuals and organizations. He is a graduate of George Mason University with a B.A. in Economics. George is married and a proud father of three. He coaches youth soccer and baseball and is involved in a couple of charitable organizations. George enjoys running and gardening.

Professional Experience

UBS Financial Services Inc. — Senior Vice President — Investments

Vienn, VA — November 2008 — Present

Smith Barney — Senior VP — Wealth Management

McLean, VA — May 2001 — November 2008

Merrill Lynch — Assistant VP — Senior Financial Consultant

Alexandria, VA — January 1995 — May 2001

Smith Barney — Operations

McLean, VA — September 1990 — January 1995

Accomplishments

Chartered Retirement Planning Counselor (CRPC®)

Education

Bachelor of Arts in Economics, George Mason University