Let's move forward. Together.

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.

Two women in office

The UBS Mid-Atlantic Market: ONE Team

  • Ellen Pierce UBS

    Ellen M. Pierce

    Managing Director

    Market Head

    • image
    • image
    • 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

    As Market Head of the UBS Mid-Atlantic Market, Ellen Pierce oversees ten offices and ONE Team. That means that not only do her Financial Advisors get individual support from a highly-skilled local management team, they also have access to a wealth of knowledge and experience from across all of the offices in Ellen’s Market. It also means that UBS Mid-Atlantic Market Financial Advisors have ONE Team of more than 20 supervisory officers, administrative managers and sales staff who help to protect their licenses in today’s increasingly complex environment, help to minimize daily hassles and headaches, and help to maximize their practice’s potential.

    Since joining UBS in 2004, Ellen’s roles have grown from Branch Manager of the Hunt Valley and Bethesda offices to Market Area Manager to Regional Director. She entered the Financial Services Industry in 1995, following in her grandfather’s footsteps as a Financial Advisor and Branch Manager with Morgan Stanley.

    Ellen lives in Monkton, Maryland, with her husband of more than three decades, Greg, and their two children. She serves on the board of an all-girls school, volunteers at a Baltimore-based food kitchen and chairs her parish’s Stewardship Committee. In her free time Ellen enjoys cooking, skiing, boating, traveling, golf and thoroughbred horses.

        • image

          Shari Winkelman

          Director

          Assistant Market Head

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

          Shari Winkelman is the Assistant Market Head of the Mid-Atlantic Market. She has over 20 years of industry experience focused on client service, employee development and organic business growth. 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
              • Mark Livoti UBS

                Mark Livoti

                Director

                Assistant Market Head

                • image
                • image
                • image
                • 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 Market Administrative Manager, serving as the liaison between the East Division and the Washington D.C. Market to provide resources, oversight and support for local managers, Financial Advisors and support personnel. He served as co-chair for the 2015/16 Administrative Manager Advisory Council and 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
                    • Sharlene Samuel UBS

                      Sharlene Samuel

                      Director

                      Market Supervisory Officer

                      • image
                      • image
                      • image
                      • AK
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • ND
                      • NE
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                      Beginning her career nearly 30 years ago on the foreign currency options trading desk of a Wall Street investment banking firm, Sharlene Samuel now leads a team of Supervisory Officers who ensure that all industry and firm policy changes are clearly communicated and implemented. She and her team focus on proactive risk management and supervision of the UBS Washington, D.C. Market.

                      Sharlene graduated from Pace University with a bachelor‘s degree in international management with a minor in French. She is an avid potter who spends much of her spare time creating wheel-thrown functional pots for daily use.

                            1501 K Street North West
                            Suite 1100
                            Washington, DC 20005
                          • Ben Wells UBS

                            Benjamin Wells

                            Director

                            Admin Manager

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

                            Benjamin Wells 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. Throughout his time as a Branch Administrative Manager Ben has covered multiple UBS offices across the East Coast.  He currently lives in the Towson area with his wife, Meredith, and their two children.

                                  500 East Pratt Street
                                  11th Floor
                                  Baltimore, MD 21202
                                • Peggy Temple UBS

                                  Peggy Temple

                                  Assistant Vice President

                                  Executive / Team Assistant

                                  • image
                                  • image

                                          307 International Circle
                                          4th Floor
                                          Hunt Valley, MD 21030

                                        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.

                                        Multigenerational planning

                                        Multigenerational planning

                                        Business transition and succession planning

                                        Business transition and succession planning

                                        UBS Wealth Way

                                        UBS Wealth Way

                                        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.

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $2.8 trillion

                                        In invested assets globally 
                                        As of 06/30/2022

                                        Global leader

                                        UBS is a world-leading wealth manager

                                        $10 billion

                                        USD invested in 100% sustainable portfolios4

                                        4ubs.com/Impact/2/2020

                                        Insights