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.

  • Shari

    Shari Winkelman

    Director

    Associate Market Executive

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    • DC
    • DE
    • FL
    • GA
    • MD
    • 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
        • Christopher Connolly

          Christopher Connolly

          Executive Director

          Market Director

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • 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, 2024, 2025The 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
          • 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
                • 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
                  • Shelby

                    Shelby Tennant

                    Branch Office Administrator

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                    • DE
                    • FL
                    • MD
                    • NY
                    • PA
                    • VA

                          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
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                                The first 100 days

                                Is your portfolio ready?

                                In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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