How will we work together?

Build a plan for the future you envision

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.

  • Christopher Connolly

    Christopher Connolly

    Executive Director

    Market Director

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    • CA
    • CO
    • CT
    • 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 in downtown Baltimore 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.

      • Radford University, Bachelor of Business Administration in Management
        500 East Pratt Street
        11th Floor
        Baltimore, MD 21202
      • Benjamin Wells

        Benjamin Wells

        Director

        Admin Manager

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        • DC
        • DE
        • FL
        • MD
        • NC
        • NY
        • PA
        • SC
        • TN
        • VA

        Benjamin began his career at UBS in the Investment Bank in London, England after his graduation from Dickinson College in 2006. He then worked as a Senior Registered Client Service Associate for the Institutional Fixed Income team in the Baltimore office for seven years. In 2014, he received his MBA from the Carey Business School at Johns Hopkins University and then entered UBS management. Ben was the Branch Administrative Manager in the UBS Hunt Valley office for three years before returning to the Baltimore office in late 2017. He currently lives with his wife, Meredith, and their two children in the Towson area.

        CRD#: 5437498 (Current Licenses: Series 7, 9, 10, 66)

          • Carey Business School at Johns Hopkins University, MBA
          • Chartered Retirement Planning Counselor℠
          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202
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          Carly DeLiberty

          Client Associate

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                  307 International Circle
                  4th Floor
                  Hunt Valley, MD 21030

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                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.

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                As of 12/31/2022

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