Senior Vice President–Wealth Management
Financial Advisor
Education
First Vice President–Wealth Management
Financial Advisor
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.
Financial Advisor
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.
Team Administrator
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.
Client Associate
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.