Tailored wealth advice

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As Market Executive of the UBS Mid-Atlantic Market, Ellen Pierce oversees twenty 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.

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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.

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• 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.

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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.

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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.

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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.

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Jenna joined UBS with nearly a decade of experience in wealth management, specializing in administration, client service, and marketing. She graduated from Palm Beach Atlantic University with a Bachelor of Science in Business Management and is Series 7 and Series 66 licensed. Outside of her professional life, she is an avid equestrian and enjoys spending time with family. She resides in Monkton, Maryland, with her husband, Michael, on their horse farm.

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