How will we work together?

Build a plan for the future you envision

Meeting in a office

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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    • 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 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.

    • 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.

    • Radford University, Bachelor of Business Administration in Management
      500 East Pratt Street
      11th Floor
      Baltimore, MD 21202
      christopher.connolly@ubs.com
      Christopher Connolly
      500 East Pratt Street,Baltimore,MD,21202
    • Benjamin 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

      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
        benjamin.b.wells@ubs.com
        Benjamin Wells
        500 East Pratt Street,Baltimore,MD,21202
      • Mark

        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 operational and administrative roles in the D.C. Market. Mark currently works as the Associate Market Executive, leading the Annapolis office and serving the entire Mid-Atlantic Market. Mark 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
              mark.livoti@ubs.com
              Mark Livoti
              3 Park Place,Annapolis,MD,21401
            • Shari

              Shari Winkelman

              Director

              Associate Market Executive

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

              Shari Winkelman is the Associate Market Executive of the Mid-Atlantic Market. Shari currently leads the Hunt Valley branch office and serves the entire Mid-Atlantic market. She has over 30 years of industry experience focused on Financial Advisor growth, business development, client service and employee engagement. She aspires to reflect the principles of servant leadership to ensure Financial Advisors and Client Associates are confident in knowing they have the support, training and access they need to the global platform of products, services, education, research and information UBS provides.

                    307 International Circle
                    4th Floor
                    Hunt Valley, MD 21030
                    shari.winkelman@ubs.com
                    Shari Winkelman
                    307 International Circle,Hunt Valley,MD,21030
                  • Nicole

                    Nicole Kalinosky

                    Director

                    Market Supervisory Officer

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                    • DE
                    • MD
                    • VA

                    Nicole has been in the financial services industry since 2000 holding various positions including customer service, trading, training, compliance and supervision. She joined UBS in 2009 as the Branch Administrative Manager of the Hunt Valley MD office. She is currently a Supervisory Officer in the Mid-Atlantic Market which includes branches in New Jersey, Delaware, Maryland, Virginia, North Carolina and South Carolina. Nicole is a graduate of Penn State University with an A.S. in Business Administration and a B S. in Health Policy and Administration. She currently holds the FINRA Series 3, 7, 9, 10, 24, 53, and 66 licenses as well as Maryland Life and Health insurance licenses. Nicole is active in her parish being a member of the Parish Council and other various committees. In her free time she enjoys traveling, gardening and reading great books.

                          307 International Circle
                          4th Floor
                          Hunt Valley, MD 21030
                          nicole.kalinosky@ubs.com
                          Nicole Kalinosky
                          307 International Circle,Hunt Valley,MD,21030
                        • Shelby

                          Shelby Tennant

                          Branch Office Administrator

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                          • CA
                          • CT
                          • DE
                          • FL
                          • MA
                          • MD
                          • ME
                          • NH
                          • NY
                          • PA
                          • VA
                          • VT

                                20 Montchanin Road, Suite 170
                                Greenville, DE 19807
                                shelby.tennant@ubs.com
                                Shelby Tennant
                                20 Montchanin Road, Suite 170,Greenville,DE,19807
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                                Elizabeth Welch

                                Client Associate

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                                        500 East Pratt Street
                                        11th Floor
                                        Baltimore, MD 21202
                                        elizabeth.welch@ubs.com
                                        Elizabeth Welch
                                        500 East Pratt Street,Baltimore,MD,21202
                                      Three generations in apple orchard

                                      Turn possibilities into a plan

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                                      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.

                                      Read the report

                                      A leader in wealth management

                                      Backed by the strength of our parent company, UBS AG

                                      $5.9+ trn

                                      UBS Group invested assets
                                      As of 06/30/2024

                                      51 countries

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                                      Global leader

                                      UBS is a leading and truly global wealth manager

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