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.

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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

    Associate Market Executive

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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 management roles in the Washington DC and Mid Atlantic Markets. Mark currently works as an Assistant Market Executive located in the Annapolis, MD branch as manager providing resources, oversight and support for local Managers and Financial Advisors in the Mid Atlantic Market. He 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 Dunkirk, MD with his wife Elise and children, Grady and Scarlett.

          3 Park Place
          Suite 300
          Annapolis, MD 21401
          mark.livoti@ubs.com
          Mark Livoti
          3 Park Place,Annapolis,MD,21401
        • Christopher Connolly

          Christopher Connolly

          Executive Director

          Market Director

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          • CA
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          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • LA
          • MA
          • MD
          • MI
          • MS
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

          Joining UBS Financial Services in 2012, Christopher Connolly currently oversees the wealth management business for branches in downtown Baltimore, Annapolis, Hunt Valley Maryland and Wilmington Delaware where he works closely with his financial advisors and the clients they serve. Previously he led the market for Morgan Stanley and Smith Barney in Delaware and Southeastern Pennsylvania. Throughout his career as a manager, Chris has won a number of awards and accolades. In 2011 he was given the Morgan Stanley award for Leadership Excellence. In 2009 he was listed in the magazine "On Wall Street" as one of the top 100 financial managers in the country. He's been asked to serve on numerous firm councils including recruiting, hiring, and diversity.

          Prior to beginning a career in finance, Chris spent 5 seasons as a professional baseball player in the Kansas City Royals organization. Active in the community, he has served on several boards and coached a number of youth sports teams. He has a Bachelor of Business Administration in Management from Radford University. Chris resides in the Baltimore area with his wife Loren and their four children.

          • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              500 East Pratt Street
              11th Floor
              Baltimore, MD 21202
              christopher.connolly@ubs.com
              Christopher Connolly
              500 East Pratt Street,Baltimore,MD,21202
            • Timothy

              Timothy Reath

              Senior Vice President–Wealth Management

              Financial Advisor

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              • CO
              • CT
              • DC
              • DE
              • FL
              • IN
              • LA
              • MA
              • MD
              • ME
              • MT
              • NC
              • NJ
              • NV
              • NY
              • PA
              • SC
              • SD
              • TN
              • TX
              • VA
              • WV

              The Chesapeake Group

                    3 Park Place
                    Suite 300
                    Annapolis, MD 21401
                    timothy.reath@ubs.com
                    Timothy Reath
                    3 Park Place,Annapolis,MD,21401
                  • Mark

                    Mark Fulton

                    First Vice President–Wealth Management

                    Financial Advisor

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                    • AZ
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • IN
                    • MA
                    • MD
                    • ME
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                    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
                          mark.fulton@ubs.com
                          Mark Fulton
                          3 Park Place,Annapolis,MD,21401
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                          John A. Aras

                          Senior Vice President–Wealth Management

                          Financial Advisor

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                          • AZ
                          • CA
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                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • HI
                          • IL
                          • IN
                          • KY
                          • LA
                          • MA
                          • MD
                          • ME
                          • MI
                          • NC
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
                          • OR
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                          • RI
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                          • TX
                          • UT
                          • VA
                          • WA
                          • WV

                                1501 K Street North West
                                Suite 1100
                                Washington, D.C., DC 20005
                                john.aras@ubs.com
                                John A. Aras
                                1501 K Street North West,Washington, D.C.,DC,20005
                              • John Ahearn III

                                John L. Ahearn III

                                Senior Vice President–Wealth Management

                                Financial Advisor

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                                • CA
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                                • DC
                                • DE
                                • FL
                                • IA
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                                • OR
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                                • RI
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                                • TX
                                • VA
                                • WI
                                • WV

                                      3 Park Place
                                      3rd Floor
                                      Annapolis, MD 21401
                                      john.ahearn@ubs.com
                                      John L. Ahearn III
                                      3 Park Place,Annapolis,MD,21401
                                    • Blaise Ahearn

                                      Blaise Ahearn

                                      Financial Advisor

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                                      • CA
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                                      • FL
                                      • IA
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                                      Blaise Ahearn has been with UBS since February of 2013 and has now transitioned to Financial Advisor.  His main focus is on client marketing, business development and product update reviews. His keen eye for details helps to identify and resolve potential conflicts in client investment risks and strategies.

                                       

                                      He holds the Series 7 and Series 66 securities licenses. 

                                            3 Park Place
                                            Suite 300
                                            Annapolis, MD 21401
                                            blaise.ahearn@ubs.com
                                            Blaise Ahearn
                                            3 Park Place,Annapolis,MD,21401
                                          • Michael Phillips

                                            Michael K. Phillips

                                            Vice President–Wealth Management

                                            Financial Advisor

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                                            • CA
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                                            • FL
                                            • GA
                                            • KY
                                            • MD
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                                            • SC
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                                            • UT
                                            • VA

                                            Michael is an experienced financial advisor who works closely with his clients to develop a deep understanding of what they need and want. He takes the time to learn about their families, their businesses and their goals for the future. Michael has worked with multiple generations of families to help guide them through various economic conditions and life events. He has a bachelor's degree in Economics from St. Mary's College and been sharing his knowledge, advice and wisdom with clients since 1994.

                                                  3 Park Place
                                                  Suite 300
                                                  Annapolis, MD 21401
                                                  mike.phillips@ubs.com
                                                  Michael K. Phillips
                                                  3 Park Place,Annapolis,MD,21401
                                                • Carey White

                                                  Carey White

                                                  Client Associate

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                                                  • CA
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                                                  • FL
                                                  • GA
                                                  • IL
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                                                  • MD
                                                  • ME
                                                  • MI
                                                  • NC
                                                  • NM
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                                                  • OH
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                                                  • RI
                                                  • SC
                                                  • VA

                                                  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
                                                        carey.white@ubs.com
                                                        Carey White
                                                        3 Park Place,Annapolis,MD,21401
                                                      • Melissa Caprice

                                                        Melissa Caprice

                                                        Team Administrator

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                                                        • AZ
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                                                        • DC
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                                                        • FL
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                                                        • IL
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                                                        • ME
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                                                        • NC
                                                        • NJ
                                                        • NV
                                                        • NY
                                                        • OH
                                                        • PA
                                                        • SC
                                                        • TN
                                                        • TX
                                                        • VA
                                                        • WA
                                                        • WV

                                                        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
                                                              melissa.caprice@ubs.com
                                                              Melissa Caprice
                                                              3 Park Place,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.

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                                                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                                            Gain additional insights into the trends shaping wealth in the US and around the world.

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