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.

Connect with us

The UBS Mid-Atlantic Market: ONE Team

Ellen M. Pierce

Managing Director

Market Head
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
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.
Shari Winkelman

Director

Assistant Market Head
View bio
- 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

Director

Assistant Market Head
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 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

Director

Market Supervisory Officer
View bio
- 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
Benjamin Wells

Director

Admin Manager
View bio
- 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

Assistant Vice President

Executive / Team Assistant
View bio
307 International Circle
4th Floor
Hunt Valley, MD 21030

Ellen M. Pierce

Managing Director

Market Head
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
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.
Shari Winkelman

Director

Assistant Market Head
View bio
- 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

Director

Assistant Market Head
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 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

Director

Market Supervisory Officer
View bio
- 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
Benjamin Wells

Director

Admin Manager
View bio
- 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

Assistant Vice President

Executive / Team Assistant
View bio
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

Business transition and succession planning

UBS Wealth Way

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.}

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

Start the conversation

Are you a UBS Client?

Leave this empty:

Let's move forward. Together.

The UBS Mid-Atlantic Market: ONE Team

Ellen M. Pierce

Shari Winkelman

Mark Livoti

Sharlene Samuel

Benjamin Wells

Peggy Temple