Partner and Financial Advisor
Not many people can say they ended up doing what they wanted to do as a child, but Rob Ugiansky can. Intrigued by money since he read about the Rule of 72 at a very young age, Rob’s fascination stuck all the way thru college as he pursued his career path. He continuously sought out mentors in the region for the best wealth management strategies. In 1998, Rob co-founded Capital Associates, LLC because he wanted to be able to offer nothing short of outstanding holistic wealth management services to his clients. Almost 20 years of experience later- Rob feels extremely fortunate to be able to coach his clients in developing generational changing behavior and the future they deserve.
Rob is recognized as being in the top 1% of financial advisers affiliated with New York Life’s registered investment adviser subsidiary, Eagle Strategies LLC. Using his vast knowledge in addition to every resource at his disposal, Rob’s focus is to provide the best solution to his clients concerns with their best interest in mind. Rob wants everyone he works with to thoroughly understand their finances and be able to afford the opportunities they never knew they could by executing a well –crafted financial blueprint.
Rob enjoys attending Maryland Terrapins, Baltimore Ravens and Baltimore Orioles games with his wife and daughter. In his spare time, Rob looks forward to volunteering with his church and spending quality time traveling somewhere warm and tropical with his close group of family and friends.
Born and raised in Maryland, Rob earned his bachelor of science in finance from the University of Maryland at College Park’s Robert H. Smith School of Business and is continuously studying and striving to provide his clients with the best skillset available on the market today.
Please feel free to contact Rob at:
(301) 581. 4134 or (800) 601. 5281