Insight-based advice

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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John L. Ahearn III

Senior Vice President–Wealth Management

Financial Advisor

My career in Financial Services began 36 years ago in 1987 where I served as both a Financial Consultant and later a Branch Manager at Merrill Lynch. In 2002, I transitioned my practice to one of the world's leading wealth management firms, UBS Financial Services, Inc. From a competitive standpoint, my mission is based on three simple concepts:

  • A high level of personalized attention that each client deserves.
  • Quality financial advice, timely market updates, and investments based on your goals.
  • Having a well-structured plan.

My clients consist of a select group of individuals, families and business owners. My team and I utilize a complete, highly personalized planning based program. We include a comprehensive analysis of your entire financial picture as well as your life's goals. After discovering the future you envision, we can then assist you in setting your goals, identifying any potential weaknesses, and designing a tailored plan with focuses on milestones and family.

As a father of four now grown children, I understand the value and premise of starting early when it comes to planning. We can always alter your goals as life happens but having a plan in place early can leave you assured that the unexpected can be managed. I like to spend my free time with my wife Traci. We enjoy boating, kayaking, cycling, sporting events, concerts, and traveling in and around our home of Annapolis, Maryland.

Registered States:
  • CA
  • CO
  • DC
  • DE
  • FL
  • IA
  • IL
  • MD
  • MO
  • NJ
  • NY
  • OR
  • PA
  • RI
  • TN
  • TX
  • VA
  • WI
  • WV

Education

  • B.A., St. Mary's College of Maryland
3 Park Place
3rd Floor
Annapolis, MD 21401
  • (410) 260-2301

Email Me

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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