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.

Start the conversation

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

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 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

Director

Admin Manager
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
- 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 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 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 Winkelman

Director

Associate Market Executive
View bio
- 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 Kalinosky

Director

Market Supervisory Officer
View bio
- 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 Tennant

Branch Office Administrator
View bio
- 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

Elizabeth Welch

Client Associate
View bio
500 East Pratt Street
11th Floor
Baltimore, MD 21202

elizabeth.welch@ubs.com

Elizabeth Welch

500 East Pratt Street,Baltimore,MD,21202

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 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

Director

Admin Manager
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
- 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 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 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 Winkelman

Director

Associate Market Executive
View bio
- 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 Kalinosky

Director

Market Supervisory Officer
View bio
- 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 Tennant

Branch Office Administrator
View bio
- 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
Elizabeth Welch

Client Associate
View bio
500 East Pratt Street
11th Floor
Baltimore, MD 21202

elizabeth.welch@ubs.com

Elizabeth Welch

500 East Pratt Street,Baltimore,MD,21202

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.

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

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How will we work together?

Pursuing your goals together

Christopher Connolly

Benjamin Wells

Mark Livoti

Shari Winkelman

Nicole Kalinosky

Shelby Tennant

Elizabeth Welch