Financial planning for what you want to accomplish

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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 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

          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
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA

                1150 17th St NW
                5th floor
                Washington, DC 20036
                shari.winkelman@ubs.com
                Shari Winkelman
                1150 17th St NW,Washington,DC,20036
              • 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

                      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
                                • Pat Mosca

                                  Patricia Mosca

                                  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

                                        501 Fellowship Road
                                        Suite 302
                                        Mt. Laurel, NJ 08054
                                        patricia.mosca@ubs.com
                                        Patricia Mosca
                                        501 Fellowship Road,Mt. Laurel,NJ,08054
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                                        Louis Carberry

                                        Associate Director

                                        Supervisory Officer

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                                        • DC
                                        • PA

                                              1735 Market Street
                                              Mellon Bank Center
                                              Philadelphia, PA 19103
                                              louis.carberry@ubs.com
                                              Louis Carberry
                                              1735 Market Street,Philadelphia,PA,19103
                                            • Arlene McDonald Profile Photo

                                              Arlene McDonald

                                              Authorized Officer

                                              Senior Client Associate

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                                              • FL
                                              • NJ
                                              • PA

                                              Arlene began her career at PaineWebber in January of 1989 after relocating from Ireland. She spent the next 20 plus years as the Operations Manager for the Southern NJ office. She is now the Branch Office Administrator, responsible for Human Resources Processing, Technology, and Branch Finances. She also assists with general administration and supervisory functions. Her licenses include the series 7, 66, 9, 10, and NJ Life and Health Insurance.

                                              In her free time she enjoys reading, traditional Irish music and dance, cooking, and long walks on the beach. Arlene resides in Egg Harbor Township.

                                                    1337 Tilton Road
                                                    Northfield, NJ 08225
                                                    arlene.mcdonald@ubs.com
                                                    Arlene McDonald
                                                    1337 Tilton Road,Northfield,NJ,08225
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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

                                                        cover art of women's document

                                                        Women, wealth and well-being

                                                        The challenges women breadwinners face embracing their financial clout

                                                        Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                                                        We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                                                        Download the report

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