Experience

Makes all the difference

We arrived where we are today, not just by acting in the best interests of our clients, but by truly placing their needs first. That means being responsive, proactive and fully invested in every aspect of our clients’ financial well-being. So whether we’re helping an individual client create, preserve and transfer their wealth, or an institutional client further their organizational mission, we measure our success by their success.

We serve our clients. We look out for our clients. We care for our clients.


 

Timothy Reath

Senior Vice President–Wealth Management

Financial Advisor

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

Education

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

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Mark Fulton

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.

Registered States:
  • AZ
  • CO
  • CT
  • DC
  • DE
  • FL
  • IN
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV
3 Park Place
Suite 300
Annapolis, MD 21401

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Blaise Ahearn

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. 

Registered States:
  • CA
  • CO
  • DC
  • DE
  • FL
  • IA
  • IL
  • MD
  • MO
  • NY
  • OR
  • PA
  • RI
  • TX
  • VA
  • WI
  • WV
3 Park Place
Suite 300
Annapolis, MD 21401

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Melissa Caprice

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.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • LA
  • MD
  • ME
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV
3 Park Place
Suite 300
Annapolis, MD 21401

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Carey White

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.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • MD
  • ME
  • MI
  • NC
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • VA
3 Park Place
Suite 300
Annapolis, MD 21401

Email Me