Insight-based advice

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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.

  • Tim

    Timothy Reath

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CO
    • CT
    • DC
    • DE
    • FL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MT
    • NC
    • NJ
    • NV
    • NY
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WV

      • Washington College, B.A. Political Science
        3 Park Place
        Suite 300
        Annapolis, MD 21401
      • Mark Fulton

        Mark Fulton

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CO
        • CT
        • DC
        • DE
        • FL
        • IN
        • MA
        • MD
        • ME
        • NC
        • NJ
        • NV
        • NY
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WV

        Mark has over 25 years of experience providing holistic, wealth management services to high net worth individuals and their families.  He started his career as a founding member of Provident Investments in 1995.  In 2010, he brought his clients to UBS, after 10 years of cultivating relationships at Bank of America and Wachovia Securities.  Mark is a 1987 graduate of the University of Maryland, where he obtained a BA in Economics.  He then went on to from the University of Baltimore, where he received an MBA with an emphasis on Securities Analysis and Capital Markets.  Mark currently lives in Severna Park with his wife Laurie, where they raised their two sons.

              3 Park Place
              Suite 300
              Annapolis, MD 21401
            • Blaise Ahearn

              Blaise Ahearn

              Financial Advisor

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              • CA
              • CO
              • DC
              • DE
              • FL
              • IA
              • IL
              • MD
              • MO
              • NY
              • OR
              • PA
              • RI
              • TX
              • VA
              • WI
              • WV

              Blaise Ahearn is a Registered Client Service Associate with UBS since February of 2013.  His main focus is on client marketing, business development and product update reviews. His keen eye for details helps to identify and resolve potential conflicts in client investment risks and strategies.

               

              He holds the Series 7 and Series 66 securities licenses. 

                    3 Park Place
                    Suite 300
                    Annapolis, MD 21401
                  • melissa

                    Melissa Caprice

                    Team Administrator

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                    • AZ
                    • CA
                    • CO
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • LA
                    • MD
                    • ME
                    • MN
                    • NC
                    • NJ
                    • NV
                    • NY
                    • OH
                    • PA
                    • SC
                    • TN
                    • TX
                    • VA
                    • WA
                    • WV

                    Melissa joined UBS in 2022 after previous experience at independent RIA firms. She holds the Series 7 and Series 66 securities licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation.  She has a keen interest in financial planning and behavioral finance. Melissa is originally from Vancouver, Canada and now lives in Annapolis with her husband and children.

                          3 Park Place
                          Suite 300
                          Annapolis, MD 21401
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                          Carey White

                          Client Associate

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                          • CA
                          • CO
                          • DC
                          • FL
                          • GA
                          • IL
                          • MD
                          • ME
                          • MI
                          • NC
                          • NM
                          • NY
                          • OH
                          • PA
                          • RI
                          • SC
                          • VA

                          Carey joined Morgan Stanley in DC right after college (University of Maryland, 2000) as a Client Service Associate. After obtaining her Series 7, 66, 9, 10 and 31 licenses she moved to the Annapolis Morgan Stanley office, as the CSA to the Producing Branch Manager for seven years. Next she joined UBS with FA John Aras in the DC office and then later decided to leave the business and become a stay-at-home parent for her 2 small children. Fast forward 8.5 years and she’s happily back to work at UBS sitting in the Annapolis office.

                                3 Park Place
                                Suite 300
                                Annapolis, MD 21401

                              A focus on personalized access and service

                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                              UBS and Credit Suisse—stronger than ever

                              Sustainable investing

                              Sustainable investing

                              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.

                              Backed by the strength of UBS

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