A plan for today, tomorrow and generations to come

Three generations in the front yard

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Brendan Graham

    Brendan J. Graham

    Executive Director

    Market Executive

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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
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          1150 17th St NW
          5th floor
          Washington, D.C., DC 20036
          brendan.graham@ubs.com
          Brendan J. Graham
          1150 17th St NW,Washington, D.C.,DC,20036
        • Shari Winkelman

          Shari Winkelman

          Director

          Associate Market Executive

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          • DC
          • DE
          • FL
          • GA
          • MD
          • MI
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA
          • WA

                1150 17th St NW
                5th floor
                Washington, DC 20036
                shari.winkelman@ubs.com
                Shari Winkelman
                1150 17th St NW,Washington,DC,20036
              • Chris 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
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY
                • 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.
                • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

                    500 East Pratt Street
                    11th Floor
                    Baltimore, MD 21202
                    christopher.connolly@ubs.com
                    Christopher Connolly
                    500 East Pratt Street,Baltimore,MD,21202
                  • Jenn Glenn

                    Jennifer Glenn

                    Director

                    Market Administrative Officer

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                    • AL
                    • AR
                    • DC
                    • FL
                    • HI
                    • IN
                    • MA
                    • MD
                    • ME
                    • MI
                    • MT
                    • NE
                    • NH
                    • NJ
                    • OK
                    • OR
                    • PA
                    • SD
                    • UT
                    • VT

                          1150 17th St NW
                          5th floor
                          Washington, DC 20036
                          jennifer.glenn@ubs.com
                          Jennifer Glenn
                          1150 17th St NW,Washington,DC,20036
                        • Nicole Kalinosky

                          Nicole Kalinosky

                          Director

                          Market Supervisory Officer

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                          • DE
                          • MD
                          • VA

                                1150 17th St NW
                                5th floor
                                Washington, DC 20036
                                nicole.kalinosky@ubs.com
                                Nicole Kalinosky
                                1150 17th St NW,Washington,DC,20036
                              • Maria Cusanelli

                                Maria Cusanelli

                                Director

                                Branch Operations Manager

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                                • DC
                                • DE
                                • FL
                                • MD
                                • NJ
                                • PA

                                      1150 17th St NW
                                      5th floor
                                      Washington, DC 20036
                                      maria.cusanelli@ubs.com
                                      Maria Cusanelli
                                      1150 17th St NW,Washington,DC,20036
                                    • Ben 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

                                            500 East Pratt Street
                                            11th Floor
                                            Baltimore, MD 21202
                                            benjamin.b.wells@ubs.com
                                            Benjamin Wells
                                            500 East Pratt Street,Baltimore,MD,21202
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                                            Anastasiya Minhas

                                            Associate Director

                                            Supervisory Officer

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                                            • NY

                                                  Home Worker NY
                                                  Home Worker NY, NY 000
                                                  anastasiya.minhas@ubs.com
                                                  Anastasiya Minhas
                                                  Home Worker NY,Home Worker NY,NY,000

                                                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.

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                                                Turn possibilities into a plan

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                                                Donor-advised funds

                                                Year-end charitable giving

                                                As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                                                For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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