Lasting relationships

Understanding what matters most to you

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mark Livoti

    Mark Livoti

    Director

    Assistant Market Head

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Mark Livoti joined UBS Financial Services Inc. in 2007 and has worked in various operational and administrative roles in the Mid Atlantic Market. Mark currently works as the Assistant Market Executive to provide resources, oversight and support for local managers, Financial Advisors and support personnel. He served as co-chair for the 2015/16 Administrative Manager Advisory Council and is Series 7, 66, 9 and 10 licensed.

    Mark received a B.S. in management from George Mason University in Fairfax, VA, and currently resides in Owings, MD with his wife, Elise, and children, Grady and Scarlett.

          3 Park Place
          Suite 300
          Annapolis, MD 21401
        • Timothy Reath

          Timothy Reath

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • LA
          • MA
          • MD
          • ME
          • MN
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WV

          The Chesapeake Group

                3 Park Place
                Suite 300
                Annapolis, MD 21401
              • Mark Fulton

                Mark Fulton

                Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • LA
                • MA
                • MD
                • ME
                • MN
                • NC
                • NJ
                • NV
                • NY
                • OH
                • PA
                • SC
                • TN
                • TX
                • VA
                • WV

                The Chesapeake Group

                Mark has over 25 years of experience providing holistic, wealth management services to high net worth individuals and their families. He started his career as a founding member of Provident Investments in 1995. In 2010, he brought his clients to UBS, after 10 years of cultivating relationships at Bank of America and Wachovia Securities. Mark is a 1987 graduate of the University of Maryland, where he obtained a BA in Economics. He then went on to the University of Baltimore, where he received an MBA with an emphasis on Securities Analysis and Capital Markets. Mark currently lives in Severna Park with his wife Laurie, where they raised their two sons.

                      3 Park Place
                      Suite 300
                      Annapolis, MD 21401
                    • Melissa Caprice

                      Melissa Caprice

                      Team Administrator

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                        Melissa joined UBS in 2022 after previous experience at independent RIA firms. She holds the Series 7 and Series 66 securities licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She has a keen interest in financial planning and behavioral finance. Melissa is originally from Vancouver, Canada and now lives in Annapolis with her husband and children.

                              3 Park Place
                              Suite 300
                              Annapolis, MD 21401
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                              John A. Aras

                              Senior Vice President–Wealth Management

                              Financial Advisor

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                              • CA
                              • CO
                              • DC
                              • DE
                              • FL
                              • IL
                              • LA
                              • MD
                              • ME
                              • MI
                              • NC
                              • NJ
                              • NM
                              • NY
                              • OH
                              • PA
                              • RI
                              • SC
                              • TX
                              • VA

                                    1501 K Street North West
                                    Suite 1100
                                    Washington, DC 20005
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                                    Carey White

                                    Client Associate

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                                      Carey joined Morgan Stanley in DC right after college (University of Maryland, 2000) as a Client Service Associate. After obtaining her Series 7, 66, 9, 10 and 31 licenses she moved to the Annapolis Morgan Stanley office, as the CSA to the Producing Branch Manager for seven years. Next she joined UBS with FA John Aras in the DC office and then later decided to leave the business and become a stay-at-home parent for her 2 small children. Fast forward 8.5 years and she’s happily back to work at UBS sitting in the Annapolis office.

                                            3 Park Place
                                            Suite 300
                                            Annapolis, MD 21401

                                          Connecting you to the deep resources of UBS

                                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                          US banking sector update: Where we are now

                                          Retirement planning

                                          Retirement planning

                                          Multigenerational planning

                                          Multigenerational planning

                                          Legacy—Wealth for others

                                          For needs that go beyond your own—to help you improve the lives of others

                                          What will your legacy be?
                                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                          Learn more at ubs.com/wealthway.

                                          Backed by the strength of UBS

                                          A global leader in wealth management

                                          $2.8 trillion

                                          In invested assets globally 
                                          As of 06/30/2022

                                          51 countries

                                          Our global footprint

                                          Global leader

                                          UBS is a world-leading wealth manager

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