Financial planning for what you want to accomplish

Mountain climbers reaching the summit

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.

Mountaintop observatory

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

    H.W. Buzzerd, III, CFP

    Executive Director

    Market Director

    • image
    • image
    • image
    • 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.

      • 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
    • Mark Livoti

      Mark Livoti

      Director

      Associate Market Executive

      • image
      • image
      • image
      • 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
            mark.livoti@ubs.com
            Mark Livoti
            3 Park Place,Annapolis,MD,21401
          • Nancy

            Nancy Schultz

            Director

            Market Administrative Officer

            • image
            • image
            • image
            • 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 Admin 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
                • Mark Fleming Profile Photo

                  Mark Fleming

                  Director

                  Service Delivery Manager

                  • image
                  • image
                  • image
                  • 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. 

                    • Rowan University , Bachelor of Arts in Economics
                      1337 Tilton Road
                      Northfield, NJ 08225
                      mark.fleming@ubs.com
                      Mark Fleming
                      1337 Tilton Road,Northfield,NJ,08225
                    • kent

                      Daniel Kent

                      Associate Director

                      Supervisory Officer

                      • image
                      • image
                      • 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
                            daniel.j.kent@ubs.com
                            Daniel Kent
                            Home Worker NJ,Home Worker NJ,NJ,000
                          • image

                            Marion Maiorino

                            Associate Director

                            Branch Office Administrator

                            • image
                            • image
                            • image
                            • 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
                                • Arlene McDonald Profile Photo

                                  Arlene McDonald

                                  Authorized Officer

                                  Senior Client Associate

                                  • image
                                  • image
                                  • 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

                                      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.

                                      A national footprint. Local values.

                                      A national footprint. Local values.

                                      Accessing resources. Delivering solutions.

                                      Accessing resources. Delivering solutions.

                                      A team approach

                                      A team approach

                                      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

                                      A leader in wealth management

                                      Backed by the strength of our parent company, UBS AG

                                      $5.8+ trn

                                      UBS Group invested assets
                                      As of 03/31/2024

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a leading and truly global wealth manager

                                      Insights