Experience

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.

Joining UBS Financial Services in 2012, Christopher Connolly currently oversees the wealth management business for branches in downtown Baltimore, Annapolis, Hunt Valley Maryland and Wilmington Delaware 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. 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.

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.

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.

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.