Fardin joined UBS in 2008 following a successful 5 years as a Financial Advisor at Morgan Stanley. He has been recognized as a Forbes/Shook Best In State Advisors in 2019 and 2020. Prior to entering the financial services industry, Fardin held various sales and management positions at MCI and AT&T. His 15 years of experience in the telecommunications industry were focused on developing and managing complex network strategies for Tier 1 Internet Service Providers and the Department of Defense. Fardin holds an MBA in International Finance from the American University and a B.S. in Architecture from the University of Maryland. Fardin and his wife, Morgan, support the activities of their daughter, LaDan, and their son, Camron. In 2017, LaDan had the privilege of representing TEAM USA Synchronized Ice Skating Team in Austria and Croatia with the New York Skyliners. In 2018 Camron represented United States in Europe as part of the MVP International Ice Hockey program. LaDan is attending University of Virginia and Camron has gained acceptance into the James Madison University. Both finished their high school career at the Bishop O’Connell High School in Arlington, VA.

Registered States:
AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WV

As an integral member of your advisory team, Freddy brings over 17 years of experience to the Potomac Group at UBS. He has completed the Cannon Financial High Net Worth training program and is registered with FINRA.  Freddy handles all marketing, business development and client communications for the team.  Freddy is married and enjoys spending as much time as possible with their three children. Freddy is fluent in Spanish and Series 7, Series 66 registered. Freddy started his career in Operations at PaineWebber in 1999. Spent 2 years as a Client Service Associate at Smith Barney. Rejoined UBS/PaineWebber in 2003. His experience in the investment industry has been focused on the needs of affluent individuals and high net worth families. He studied Economics at Strayer University.

Registered States:
DC, MD, PA, VA

Chris Casey is a Wealth Planning Associate who partners with Financial Advisors throughout the Washington DC Market to provide comprehensive financial planning services to high net worth clients. Additionally, he works closely with key product consultants to ensure that the most suitable solutions are used in executing each client’s financial plan.

Prior to joining UBS, Chris was a Sales Associate for United Brokerage Services and Cardinal Wealth Management. Chris earned a degree in Economics from Johns Hopkins University and currently resides in Arlington, VA with his fiancée. He holds the Series 7, Series 66, life and health insurance license, and obtained the AWMA designation.

Registered States:
DC, MD, VA, WV