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

Director

Associate Market Executive
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
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- UT
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- VI
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- 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

Executive Director

Market Director
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 Reath

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 Fulton

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- CT
- DC
- DE
- FL
- IN
- MA
- MD
- ME
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- 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

mark.fulton@ubs.com

Mark Fulton

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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- 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 L. Ahearn III

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IA
- IL
- MD
- MO
- NJ
- NY
- OR
- PA
- RI
- TN
- 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

Financial Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IA
- IL
- MD
- MO
- NY
- OR
- PA
- RI
- TX
- VA
- WI
- WV
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 K. Phillips

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- DE
- FL
- GA
- KY
- MD
- MN
- NC
- NV
- NY
- SC
- TX
- 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

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
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

Team Administrator
View bio
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- LA
- MD
- ME
- MN
- 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

Mark Livoti

Director

Associate Market Executive
View bio
- 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

Executive Director

Market Director
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 Reath

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 Fulton

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- CT
- DC
- DE
- FL
- IN
- MA
- MD
- ME
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- 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

mark.fulton@ubs.com

Mark Fulton

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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- 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 L. Ahearn III

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IA
- IL
- MD
- MO
- NJ
- NY
- OR
- PA
- RI
- TN
- 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

Financial Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IA
- IL
- MD
- MO
- NY
- OR
- PA
- RI
- TX
- VA
- WI
- WV
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 K. Phillips

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- DE
- FL
- GA
- KY
- MD
- MN
- NC
- NV
- NY
- SC
- TX
- 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

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
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

Team Administrator
View bio
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- LA
- MD
- ME
- MN
- 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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

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UBS is a leading and truly global wealth manager

Lasting relationships

Pursuing your goals together

Mark Livoti

Christopher Connolly

Timothy Reath

Mark Fulton

John A. Aras

John L. Ahearn III

Blaise Ahearn

Michael K. Phillips

Carey White

Melissa Caprice

Mark Livoti

Christopher Connolly

Timothy Reath

Mark Fulton

John A. Aras

John L. Ahearn III

Blaise Ahearn

Michael K. Phillips

Carey White

Melissa Caprice

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Connecting you to the deep resources of UBS

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House View Monthly

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UBS Year Ahead 2025

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