Lasting relationships

Understanding what matters most to you

Office lobby

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.

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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.

  • Buddy HS

    H.W. Buzzerd, III, CFP

    Executive Director

    Market Director

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    H.W. 'Buddy' Buzzerd III is an Executive Director and Market Director in Southern New Jersey for UBS Financial Services.  He is a native of Falls Church, VA and earned a Bachelor of Arts in Psychology from Gettysburg College in 1988.

    He entered the financial services business in 1988 with Legg Mason in Baltimore, MD.  In 1995 he joined Morgan Stanley, where he served as a Financial Advisor and later as Branch Manager in Harrisburg, PA and Baltimore, MD.  He then worked at Ferris, Baker Watts, Inc. in management roles in that firm's Baltimore and Washington, DC locations. He joined UBS Financial Services in 2008 in Hunt Valley, MD and has served as Market Director in Southern New Jersey since November of 2011.  He also proudly serves UBS clients as a member of a Forbes Best-In-State Wealth Management Team for 2022.

    He currently holds his FINRA Series 3, Series 7, Series 8, Series 31, and Series 66 licenses in addition to his New Jersey Life and Health Insurance licenses.  He is proud to have earned the CERTIFIED FINANCIAL PLANNER ™, or CFP ®, designation in 2019.

    He is married to wife Cecile. They live in Haddonfield, NJ and share three wonderful children.  He is active in his local community in various volunteer capacities. He’s an avid reader and among his favorite activities are cycling, fitness, outdoor activities, and spending time with family and friends at the Jersey Shore.

    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • Gettysburg College, B.A. Psychology
    • CERTIFIED FINANCIAL PLANNER™
    501 Fellowship Road
    Suite 302
    Mt. Laurel, NJ 08054
  • .

    Mark Livoti

    Director

    Associate 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

    Mark Livoti joined UBS Financial Services Inc. in 2007 and has worked in various management roles in the Washington, DC and Mid Atlantic Markets. Mark currently works as an Assistant Market Executive located in the Annapolis, MD branch as manager providing resources, oversight, and support for local Managers and Financial Advisors in the Mid Atlantic Market. He 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 Dunkirk, MD with his wife Elise and children, Grady and Scarlett.

          3 Park Place
          Suite 300
          Annapolis, MD 21401
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          Nancy Schultz

          Director

          Market Administrative Officer

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          • DE
          • MD
          • NC
          • NJ
          • PA
          • SC
          • VA

          With over 37 years of industry experience, and 10 years here at UBS, Nancy brings a wealth of experience, dedication, and passion for what she does.  In her role, she serves as an advocate and partner to the financial advisors and team associates that deliver complete wealth management for our clients as well as supporting the team associates in their growth, performance, and career path within the industry and with UBS.

          Prior to the joining UBS, Nancy worked for Smith Barney / Morgan Stanley for 20+ years in many roles such as Client Service Associate, Operations Manager, as well as Administrative Manager.   

          Nancy and her husband Thomas live in Southern NJ and have 2 children, Thomas and Caitlyn, a daughter-in-law Cynthia and two beautiful granddaughters Penelope Harper and Josephine Rose.

          She enjoys spending time with her family at home and at the Jersey Shore.

                501 Fellowship Road
                Suite 302
                Mt. Laurel, NJ 08054
              • Mark

                Mark Fleming

                Director

                Service Delivery Manager

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                • FL
                • NJ

                After receiving a Bachelor of Arts in Economics from Rowan University in 2000, Mark started his career in financial services, holding positions of Financial Advisor, Sales Manager, Complex Administrative Manager, Branch Manager, and currently Market Client Experience Director.  Mark’s #1 priority is to make it easier for clients to do business with UBS.

                His wife Karen, along with their two daughters, Addison, and Kathryn, live in Mt. Laurel, NJ. In their free time they enjoy taking trips in their RV, hiking, and the Jersey shore. 

                      1337 Tilton Road
                      Northfield, NJ 08225
                    • kent

                      Daniel Kent

                      Associate Director

                      Supervisory Officer

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                      • MD
                      • NJ

                      Dan joined UBS in 2021 with over 20 years of industry experience.  In his role, Dan works with Financial Advisory teams managing risk and regulatory functions.

                            Home Worker NJ
                            Home Worker NJ, NJ 000
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                            Marion Maiorino

                            Associate Director

                            Branch Office Administrator

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                            • DE
                            • FL
                            • NJ
                            • PA

                            Marion began her career in the financial services industry with E.F. Hutton in 1977.  She held several positions at E.F Hutton before joining Salomon Brothers in 1985.  In 1989 she relocated to southern New Jersey and began working at Prudential Securities before joining PaineWebber in 1991.

                            Marion was the Operations Manager for the Mt. Laurel Office and the Southern New Jersey Complex for over 20 years.  She is now the Branch Office Administrator for the  Mount Laurel and Northfield offices.  She is responsible for Human Resource Processing, Technology and Branch Finances.  She also assists with general administrative and supervisory functions.  Her licenses include the series 7, 66, 9, and 10.

                            Marion resides in West Deptford with her husband Pablo.

                                  501 Fellowship Road
                                  Suite 302
                                  Mt. Laurel, NJ 08054
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                                  Dean Tsakiris

                                  Trade & Processing Specialist

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                                  • NJ

                                  Dean began his career in the financial services industry in 2017 at Morgan Stanley. He worked as a Client Service Associate for 5 years prior to transitioning over to UBS in 2022 to work as a Branch Service Associate. He is a native of Cherry Hill, NJ and earned a bachelor’s degree in both Accounting and Finance from Rutgers University in 2019. He currently holds the FINRA SIE, Series 7, Series 66, and Series 9, and Series 10 licenses. Dean and his high school sweetheart reside in Audubon, NJ. He enjoys cycling, traveling, and spending time in Ocean City, NJ. He is a big football and Formula 1 fan.

                                        501 Fellowship Road
                                        Suite 302
                                        Mt. Laurel, NJ 08054

                                      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.

                                      Accessing resources. Delivering solutions.

                                      Accessing resources. Delivering solutions.

                                      A national footprint. Local values.

                                      A national footprint. Local values.

                                      A team approach

                                      A team approach

                                      Managing wealth is our craft

                                      We’re committed to understanding what wealth means for you.

                                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                                      As of 11/07/2023

                                      51 countries

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