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Reviews for Envision Capitol Wealth Management - UBS Financial Services Inc.
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Envision Capitol Wealth Management - UBS Financial Services Inc.
1501 K St NW #1100, Washington
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I transferred to the Washington Wealth Management office of UBS at the beginning of the year. My primary advisor was David Andreadis. We had agreed at the beginning of the year that we would have four quarterly meetings, along with another advisor on his team. We had several meetings to set up the account and to get acquainted. We had our first quarterly meeting in early March. Based on the evolving Ukrainian situation, I requested an additional meeting this month to discuss both upside and downside risks to my portfolio. Imagine my surprise when, at the beginning of the meeting, Andreadis told me that he was no longer going to be my advisor due to the extra meeting.... read full review