Lasting relationships

Understanding what matters most to you

A team of rowers rowing a boat

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.

Two women laptop

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.

  • Mark

    Mark Oles

    Director

    Associate Market Executive

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV

    Mark has been with UBS for over 25 years, originally joining PaineWebber in the Wellesley office in 1999. Since that time he has had a variety of field leadership roles, most recently as the Associate Market Executive for the Greater Boston Market.

    In his present role as Assistant Market Head - tasked with developing business strategy while working with internal and external partners to deliver tools and resources that Advisors (and their teams) need to best grow their business and serve their clients.

    Mark earned his BA in Business Administration from Westfield Sate College in Westfield, MA. He is FINRA-registered and holds his Series 7, 9, 10, 63, 65 and Life insurance licenses.

    Mark and his wife, Christy, reside in Walpole, MA with their two children, Zachary and Katelyn. In his spare time, Mark enjoys coaching youth sports, playing golf, and rooting for all the Boston Sports teams.

          One Post Office Square
          35th floor
          Boston, MA 02109
          mark.oles@ubs.com
          Mark Oles
          One Post Office Square,Boston,MA,02109
        • Tom Hanlon

          Tom Hanlon

          Executive Director

          Market Administrative Officer

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          • MA

          As the Market Administration Officer for Greater New England, Tom is instrumental in overseeing the administrative functions and ensuring smooth operations across the region. Prior to this, Tom held the role of Client Experience Director starting in January 2023, where he focused on enabling Financial Advisors and their teams to spend more time with clients by simplifying business processes.

          Before his role in Client Experience, Tom was the Branch Office Manager of the Boston North Shore Branch from November 2015, concentrating on relationship building, office culture, and customer service. From 2007 to 2015, Tom served as the Regional Administrative Officer (RAO) for the New England Region, overseeing Operations functions and Client Service Associates across 26 branches in New England and New York State.

          Earlier in his career, Tom was the Administrative Manager for the Downtown Boston office from 2002 to 2007, handling Compliance, Operations, and oversight of Client Service Associates. Before joining UBS Financial Services, Tom worked as a Regional Compliance Officer with Wachovia Securities/First Union Securities from 2000 to 2002. He began his career with Oppenheimer & Co in New York in 1986 and later relocated to Boston in 1993 to open the Oppenheimer office, where he served as the Operations & Compliance Manager.

          Tom holds series 3, 7, 63, 8, and Insurance licenses. He and his wife Meghan live in Marblehead, MA, with their two children, Ceallagh, 25, and Liam, 23, as well as their Portuguese Water dog, Fin. In his spare time, Tom enjoys golf and jogging.

                8 Essex Center Drive
                2nd Floor
                Peabody, MA 01960
                thomas.hanlon@ubs.com
                Tom Hanlon
                8 Essex Center Drive,Peabody,MA,01960
              • Susan

                Susan Wolff

                Director

                Market Supervisory Officer

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                • CT
                • MA
                • NH
                • PA
                • SC

                Susan Wolff is a Director and Market Supervisory Officer for the UBS Greater Boston Market, GWM Americas. As Market Supervisory Officer, Susan is responsible for overseeing compliance, legal and regulatory items for the entire Market consisting of 200 advisors. Susan works directly alongside Advisors, Support Staff and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. Susan has shifted her energy from volunteering to promoting our internal networking group known as All Bar None.  The mission is to educate, engage and empower women within the organization. Susan serves as Co-Chair Field Connectors for All Bar None Chapters across US branch and is Co-Chair of the Greater Boston All Bar None Chapter.

                Prior to Susan's role as Market Supervisory Officer, she served as Market Administrative Officer working on managing operational and administrative matters for the Market. She previously led volunteer activities, organizing and implementing event as well as driving participation. She has made an impact in the community and strengthened the working relationships and team culture within our offices.  Prior to joining the Greater Boston Market, Susan was with the Hartford, Connecticut UBS location, formerly PaineWebber, as Complex/Risk Officer and Branch Administrative Manager.

                Susan attended Temple University and holds FINRA Series 7, 8, 63, and 65 licenses. Susan and her husband, Brian of 32 years, reside in Lynnfield, MA. They have two children, Jenelle and Robinson, and one granddaughter. They will be welcoming their second grandchild this year. Susan enjoys spending quality time gardening, photography, volunteering for local community organizations and traveling.

                      One Post Office Square
                      32nd and 33rd floors
                      Boston, MA 02109
                      susan.wolff@ubs.com
                      Susan Wolff
                      One Post Office Square,Boston,MA,02109
                    • Andrea

                      Andrea Kelley

                      Director

                      Branch Operations Manager

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                      • CT
                      • MA
                      • ME
                      • NH
                      • NY
                      • PA
                      • RI
                      • VT

                      Andrea has over 18 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds the FINRA Series 7, 9, 10, 63, and 66 licenses.

                            38 Eastwood Drive
                            Suite 400
                            South Burlington, VT 05403
                            andrea.chamberlain@ubs.com
                            Andrea Kelley
                            38 Eastwood Drive,South Burlington,VT,05403
                          • AnnMarie

                            AnnMarie Sullivan

                            Client Associate

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                                    55 William Street
                                    3rd Floor
                                    Wellesley, MA 02481
                                    annmarie.sullivan@ubs.com
                                    AnnMarie Sullivan
                                    55 William Street,Wellesley,MA,02481

                                  Defining your priorities. Pursuing what matters.

                                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                  Turn possibilities into a plan

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                                  A leading global wealth manager

                                  Texas

                                  Texas flood relief

                                  Support and resources

                                  Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                                  Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                                  The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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                                  $6 trn

                                  UBS Group invested assets
                                  As of 12/31/2024

                                  51 countries

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                                  Global leader

                                  UBS is a leading and truly global wealth manager

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