Lasting relationships

Understanding what matters most to you

Generational Family on Beach

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.

Mature couple front yard

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 Director

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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

          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
          brendan.graham@ubs.com
          Brendan J. Graham
          1501 K Street North West,Washington, D.C.,DC,20005
        • Shari Winkelman

          Shari Winkelman

          Director

          Associate Market Executive

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

                307 International Circle
                4th Floor
                Hunt Valley, MD 21030
                shari.winkelman@ubs.com
                Shari Winkelman
                307 International Circle,Hunt Valley,MD,21030
              • Buddy HS

                H.W. Buzzerd, III, CFP

                Executive Director

                Market Director

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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

                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, 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.

                • Gettysburg College, B.A. Psychology
                • CERTIFIED FINANCIAL PLANNER®
                501 Fellowship Road
                Suite 302
                Mt. Laurel, NJ 08054
                buddy.buzzerd@ubs.com
                H.W. Buzzerd, III, CFP
                501 Fellowship Road,Mt. Laurel,NJ,08054
              • Jennifer 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

                      101 West Elm Street
                      Suite 200
                      Conshohocken, PA 19428
                      jennifer.glenn@ubs.com
                      Jennifer Glenn
                      101 West Elm Street,Conshohocken,PA,19428
                    • NIcole Kalinosky

                      Nicole Kalinosky

                      Director

                      Market Supervisory Officer

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                      • DE
                      • MD
                      • VA

                            307 International Circle
                            4th Floor
                            Hunt Valley, MD 21030
                            nicole.kalinosky@ubs.com
                            Nicole Kalinosky
                            307 International Circle,Hunt Valley,MD,21030
                          • Maria Cusanelli

                            Maria Cusanelli

                            Director

                            Branch Operations Manager

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                            • FL

                                  401 East Las Olas Boulevard
                                  Suite 2300
                                  Fort Lauderdale, FL 33301
                                  maria.cusanelli@ubs.com
                                  Maria Cusanelli
                                  401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
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                                  Nancy Schultz

                                  Director

                                  Admin Manager

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

                                  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
                                        nancy.schultz@ubs.com
                                        Nancy Schultz
                                        501 Fellowship Road,Mt. Laurel,NJ,08054
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                                        Dean Tsakiris

                                        Authorized Officer

                                        Assistant Operations Manager

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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
                                              dean.tsakiris@ubs.com
                                              Dean Tsakiris
                                              501 Fellowship Road,Mt. Laurel,NJ,08054
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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
                                                    marion.maiorino@ubs.com
                                                    Marion Maiorino
                                                    501 Fellowship Road,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.

                                                  Building multicultural wealth, together

                                                  Building multicultural wealth, together

                                                  Fausto

                                                  Tariffs, volatility and your portfolio

                                                  Are you ready?

                                                  In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                                  We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                                                  A leader in wealth management

                                                  Backed by the strength of our parent company, UBS AG

                                                  $5.9+ trn

                                                  UBS Group invested assets
                                                  As of 06/30/2024

                                                  51 countries

                                                  Our global footprint

                                                  Global leader

                                                  UBS is a leading and truly global wealth manager

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