Family. Wealth. For Generations.

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Plans

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • James

    J. Francis Cannon, CIMA®, CPWA®

    Senior Vice President–Wealth Management

    Financial Advisor

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      • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202
          james.cannon@ubs.com
          J. Francis Cannon, CIMA®, CPWA®
          500 East Pratt Street,Baltimore,MD,21202
        • Chris

          Christopher Connolly

          Executive Director

          Market Director

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • MI
          • MS
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV
          • WY

          Joining UBS Financial Services in 2012, Christopher Connolly currently oversees the wealth management business in downtown Baltimore where he works closely with his financial advisors and the clients they serve. Previously he led the market for Morgan Stanley and Smith Barney in Delaware and Southeastern Pennsylvania. Throughout his career as a manager, Chris has won a number of awards and accolades. In 2011 he was given the Morgan Stanley award for Leadership Excellence. He's been asked to serve on numerous firm councils including recruiting, hiring, and diversity.

          Prior to beginning a career in finance, Chris spent 5 seasons as a professional baseball player in the Kansas City Royals organization. Active in the community, he has served on several boards and coached a number of youth sports teams. He has a Bachelor of Business Administration in Management from Radford University.

          • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
          • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

              500 East Pratt Street
              11th Floor
              Baltimore, MD 21202
              christopher.connolly@ubs.com
              Christopher Connolly
              500 East Pratt Street,Baltimore,MD,21202
            • Jia Jia Zhu

              Jia Jia Zhu

              Senior Wealth Strategy Associate

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              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • LA
              • MA
              • MD
              • MS
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI

              Jia Jia Zhu is responsible for investment research and analysis, client meeting preparation and client service support. She graduated Summa Cum Laude from Towson University's College of Business and Economics. She is a candidate for the Chartered Financial Analyst (CFA) Level 2 and is a Series 7 and Series 66 Registered Representative.

                    500 East Pratt Street
                    11th Floor
                    Baltimore, MD 21202
                    jiajia.zhu@ubs.com
                    Jia Jia Zhu
                    500 East Pratt Street,Baltimore,MD,21202
                  • Michael T Henault

                    Michael Henault

                    Senior Registered Client Associate

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                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • MA
                    • MD
                    • MS
                    • NC
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • PA
                    • RI
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA

                          500 East Pratt Street
                          11th Floor
                          Baltimore, MD 21202
                          michael.henault@ubs.com
                          Michael Henault
                          500 East Pratt Street,Baltimore,MD,21202

                        Connecting you to the deep resources of UBS

                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                        Wealth transfer across generations

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                        Comprehensive planning for significant wealth

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                        A plan to simplify your financial life

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                        UBS Wealth Way

                        Wealth from your point of view

                        An approach that works for your entire financial life
                        Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

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                        Backed by the strength of our parent company, UBS AG

                        Global leader

                        UBS is a leading and truly global wealth manager

                        Financial strength

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                          Moody’s


                        UBS AG, long-term senior secured debt rating. As of 03/31/2024

                        More than 160 years

                        offering financial advice

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