Insight-based advice

Sailboat splashing in water

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

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

        Mark Fulton

        Vice President–Wealth Management

        Financial Advisor

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

              Client Associate

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              • CA
              • DC
              • DE
              • FL
              • IA
              • MD
              • MO
              • NJ
              • NY
              • PA
              • 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

                  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.

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Sustainable investing

                  Sustainable investing

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  $10 billion

                  USD invested in 100% sustainable portfolios4

                  4ubs.com/Impact/2/2020