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

First Vice President–Wealth Management

Branch Manager

My Financial Services career began 28 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:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • IA
  • IL
  • IN
  • KY
  • MD
  • MO
  • MT
  • NC
  • NJ
  • NY
  • PA
  • RI
  • TX
  • UT
  • VA
  • WI
  • WV

Education

  • B.A., St. Mary's College of Maryland
3 Park Place
Suite 300
Annapolis, MD 21401
  • (410) 260-2301

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights