Lasting relationships

Understanding what matters most to you

Mountain climber

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.

  • Brendan Graham

    Brendan J. Graham

    Executive Director

    Market Director

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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

          1150 17th St NW
          5th floor
          Washington, D.C., DC 20036
          brendan.graham@ubs.com
          Brendan J. Graham
          1150 17th St NW,Washington, D.C.,DC,20036
        • Shari Winkelman

          Shari Winkelman

          Director

          Associate Market Executive

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          • DC
          • DE
          • FL
          • GA
          • MD
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA

                1150 17th St NW
                5th floor
                Washington, DC 20036
                shari.winkelman@ubs.com
                Shari Winkelman
                1150 17th St NW,Washington,DC,20036
              • Mark Livoti

                Mark Livoti

                Director

                Market Director

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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.

                      1150 17th St NW
                      5th floor
                      Washington, DC 20036
                      mark.livoti@ubs.com
                      Mark Livoti
                      1150 17th St NW,Washington,DC,20036
                    • Jennifer Glenn

                      Jennifer Glenn

                      Director

                      Market Administrative Officer

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                      • AL
                      • AR
                      • DC
                      • FL
                      • HI
                      • IN
                      • MA
                      • MD
                      • ME
                      • MI
                      • MT
                      • NE
                      • NH
                      • NJ
                      • OK
                      • OR
                      • PA
                      • SD
                      • UT
                      • VT

                            1150 17th St NW
                            5th floor
                            Washington, DC 20036
                            jennifer.glenn@ubs.com
                            Jennifer Glenn
                            1150 17th St NW,Washington,DC,20036
                          • Nicole Kalinosky

                            Nicole Kalinosky

                            Director

                            Market Supervisory Officer

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                            • DE
                            • MD
                            • VA

                                  1150 17th St NW
                                  5th floor
                                  Washington, DC 20036
                                  nicole.kalinosky@ubs.com
                                  Nicole Kalinosky
                                  1150 17th St NW,Washington,DC,20036
                                • Maria Cusanelli

                                  Maria Cusanelli

                                  Director

                                  Branch Operations Manager

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                                  • DC
                                  • DE
                                  • FL
                                  • MD
                                  • NJ
                                  • PA

                                        1150 17th St NW
                                        5th floor
                                        Washington, DC 20036
                                        maria.cusanelli@ubs.com
                                        Maria Cusanelli
                                        1150 17th St NW,Washington,DC,20036
                                      • Ben Wells

                                        Benjamin Wells

                                        Director

                                        Admin Manager

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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
                                        • OK
                                        • OR
                                        • PA
                                        • PR
                                        • RI
                                        • SC
                                        • SD
                                        • TN
                                        • TX
                                        • UT
                                        • VA
                                        • VI
                                        • VT
                                        • WA
                                        • WI
                                        • WV
                                        • WY

                                              500 East Pratt Street
                                              11th Floor
                                              Baltimore, MD 21202
                                              benjamin.b.wells@ubs.com
                                              Benjamin Wells
                                              500 East Pratt Street,Baltimore,MD,21202
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                                              Nicole McClure

                                              Authorized Officer

                                              Supervisory Officer

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                                              • CT
                                              • MA
                                              • ME
                                              • NH
                                              • NY
                                              • PA
                                              • RI
                                              • VT

                                                    Home Worker NH
                                                    Home Worker NH, NH 000
                                                    nicole.mcclure@ubs.com
                                                    Nicole McClure
                                                    Home Worker NH,Home Worker NH,NH,000
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                                                    Tiera Stith

                                                    Client Associate

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                                                            3 Park Place
                                                            Suite 300
                                                            Annapolis, MD 21401
                                                            tiera.stith@ubs.com
                                                            Tiera Stith
                                                            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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                                                          Turn possibilities into a plan

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                                                          A leading global wealth manager

                                                          Texas

                                                          Texas flood relief

                                                          Support and resources

                                                          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                                                          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                                                          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                                                          A leader in wealth management

                                                          Backed by the strength of our parent company, UBS AG

                                                          $6 trn

                                                          UBS Group invested assets
                                                          As of 12/31/2024

                                                          51 countries

                                                          Our global footprint

                                                          Global leader

                                                          UBS is a leading and truly global wealth manager

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