Lasting relationships

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Jonathan Murray is a Managing Director at UBS Financial Services, Inc. in Hunt Valley, MD and is lead Financial Advisor of The Murray Group. Jonathan serves as a Wealth Management Specialist and is the group’s primary Portfolio Manager. 

In 1989, Jonathan began his investment career with Kidder, Peabody before taking the position of Vice President, Investments at Legg Mason in 1994. In 2006, he moved his growing team to UBS Financial Services, where he provides clients with truly holistic and customized wealth management strategies.

Since 1999, Jonathan has served as the daily financial market update commentator on WBAL Radio in Baltimore. He has attracted a dedicated local following by making market news and technical insights readily accessible to the lay listener. In addition to his daily Closing Bell Report, Jonathan appears regularly on WBAL TV and has also appeared many times on CNBC, MSNBC, and Fox Business News to discuss current economic conditions, investment themes, and wealth management strategies.   

Jonathan is an ’84 graduate of Dickinson College; he began his professional career in the college’s admissions office, and later returned to serve as trustee. In both the classroom and the boardroom, he has shared his experience at other institutions of higher learning. Jonathan has lectured at Loyola University Maryland, the University of Maryland, and Johns Hopkins University; he was Director for The University of Maryland Center for Environmental Studies and remains highly involved at Boys’ Latin School (Baltimore, MD), which his younger son, Luke, attended. He has the pleasure of working with his older son, Palmer, who is a member of The Murray Group.

• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America's Top Wealth Advisors, 2020, 2021The 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 Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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.

• Dickinson College

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With over thirty years of experience in the securities industry, Brian Doak is a Senior Vice President of Wealth Management for The Murray Group. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®). Brian’s primary responsibility is to provide long-term investment advice, coupled with comprehensive financial planning guidance for our high net-worth clients. 

Brian began his career at T. Rowe Price in 1990, and then spent fourteen years at Legg Mason headquarters in Baltimore, MD. Brian then moved his practice to UBS in 2008 in partnership with Managing Director Jonathan Murray and Senior Vice President Jason Lowy, to form the original iteration of The Murray Group. Brian graduated from Denison University in 1990, where he studied Economics and History. 

In his personal life, Brian is active in philanthropy in the greater Baltimore community. Brian currently serves on the Board of Trustees at his alma mater, St. Paul’s School, in Brooklandville, MD. Brian has been a baseball coach for over two decades and currently volunteers as a varsity baseball coach at St. Paul's School. He enjoys teaching the game and its strategy, and he especially embraces being an active mentor in the lives of young people. 

Brian has been married to his wife, Wendy, for twenty-eight years, and they have two adult children, Connor and Alice. On weekends, Brian loves sailing on the Chesapeake Bay; and he enjoys books on the topics of military history and leadership.

• Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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.

• CERTIFIED FINANCIAL PLANNER™

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Jason is a Senior Vice President of The Murray Group, which he joined in 2004. He assists Jonathan Murray in managing client portfolios, and you can often hear him recapping the day in financial markets on WBAL 1090’s “Closing Bell Report”.

Jason holds several industry designations that reflect his ability to serve a range of clients. A CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®, Jason tailors financial plans for clients, including those who are ultra-high net worth, and guides them in executing their wealth management strategies. His knowledge also benefits our institutional clients; as a Chartered Retirement Plans Specialist(SM) and Accredited Investment Fiduciary®, Jason advises businesses as they build and modify their corporate retirement plans, and he educates their employees on the importance of retirement savings. He is also able to assist business owners as they transition out of their companies as a Certified Exit Planning Advisor.

Jason graduated from McDaniel College, formerly Western Maryland College, in 2004 with a B.A. in Philosophy and Human Behavior in Organizations. He lives with his family in northern Baltimore County and is active in the larger community. Jason previously served on the board of The Contemporary Art Museum, and he currently sits both on the NextGen board of Junior Achievement of Central Maryland and on the Executive Committee of the National Collegiate Cancer Foundation; over his fifteen years of working with the NCCF, the organization has raised over $500,000 of scholarship money for cancer patients and survivors.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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.

• McDaniel (formerly Western Maryland), B.A.

• CERTIFIED FINANCIAL PLANNER™
• Certified Exit Planning Advisor
• Chartered Retirement Plans Specialist℠
• Certified Private Wealth Advisor

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After learning the value of sound financial habits, Nick aspired to work in the securities industry from an early age and now brings over fifteen years' experience to The Murray Group. Nick started his career at Merrill Lynch in 2005 before joining UBS in 2010. After working as a Financial Advisor at the Baltimore office, he joined The Murray Group in 2015.

Considering not only clients' financial health but also their overall well-being, Nick takes a broad view of financial services. As a CERTIFIED FINANCIAL PLANNER™, he specializes in helping individuals and families transition into retirement by designing income streams to replace their wages.

Nick earned a B.S. in Business Administration with a concentration in Economics from Loyola University Maryland. He currently lives in Bel Air with his wife, Emily, and their two children, Charlie and Lucy.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Loyola University Maryland, Business Administration

• CERTIFIED FINANCIAL PLANNER™
• Certified Divorce Financial Analyst
• Chartered Retirement Planning Counselor

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Palmer joined The Murray Group after gaining three years’ experience at UBS’s Manhattan office and Weehawken, New Jersey headquarters. Working in National Sales at the former, Palmer provided research to financial advisors throughout the country. From there, Palmer worked on one of UBS’s largest New York City teams as a Client Service Associate before moving to serve clients of his own as a Financial Advisor in the UBS Wealth Advice Center.

Showing genuine care for all clients, Palmer is as eager to assist a young client making their first investment as he is to aid an ultra-high net worth family prepare for retirement and beyond. In addition to his Series 7 and Series 66 licenses, Palmer also holds the Chartered Retirement Planning Counselor (CRPC®) designation.

Palmer is an alumnus of Gilman School and Dickinson College, where he majored in Policy Management and played lacrosse for four years. As a senior, he earned the HEART Award, given to the player each year that best exemplifies the pillars of Dickinson Lacrosse: Hustle, Enthusiasm, Attituded, Respect, and Toughness. Palmer is an avid golfer and surfer, and he is a dedicated fan of the Ravens, Orioles, and Penguins. He and his wife, Katherine, live in the Fells Point neighborhood of Baltimore.

• Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Dickinson College

• Chartered Retirement Planning Counselor

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Laura Ann joined The Murray Group in 2011 after graduating from Towson University with a B.A. in Communication and Marketing. She has served in various roles since then and currently acts as Team Administrator.  Laura Ann leads the team in onboarding new clients and managing current relationships. She strives not only to meet those clients' everyday financial needs but to optimize their every interaction with The Murray Group.

Laura Ann holds both the FINRA Series 7 and Series 66 licenses. She resides in Towson, MD with her husband, Jon, and two sons, Richie and Leo.

• Towson University, B.A. Communication and Marketing

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Ben came to The Murray Group after interning at the UBS Baltimore branch and working as a Market Technology Specialist for UBS Hunt Valley. In his current role as Senior Wealth Strategy Associate, he assists advisors by researching investment vehicles, analyzing client and model portfolios, and implementing investment strategies. He holds his Series 7 and 66 licenses.

Ben studied economics as an undergraduate at Bucknell University and earned a M.S. in applied economics from Johns Hopkins. He played lacrosse at both schools and captained the Bucknell team his senior year.

• Bucknell University
• Johns Hopkins University, Master's Degree in Economics

Samantha joined The Murray Group as a Client Service Associate in 2020. Prior to that, she honed her client service skills in the same role at the UBS Wealth Advice Center in the Charlotte, NC office. She assists with opening and maintaining accounts, helping clients deposit and disburse moneys, and filling any administrative need that may arise.

Samantha graduated from Saint Mary’s College of Notre Dame, Indiana in 2019 with a degree in Business Administration and a concentration in Marketing. In her hometown of Raleigh, N.C., Samantha started an annual fundraiser in 2011 supporting The One Love Foundation. The fundraiser has since become the non-profit's longest running annual event.

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Matt joined The Murray Group as a Client Service Associate after fifteen years teaching in and chairing English departments in public and private schools. During his time teaching, Matt's colleagues and students elected him to various leadership positions and advisory roles. Matt helps financial advisors build and modify plans for clients and prospects, and he assists them in managing client relationships.

Matt holds a Series 7 and Series 66 licenses as well as bachelor's and master's degrees in English. He makes his home in Pennsylvania with his wife and sons.

Carly joined UBS Financial Services as a Branch Office Administrator and Market Technology Liaison in 2019. In that role, she assisted Financial Advisors as well as branch and regional managers to provide clients outstanding service. In 2022, Carly relocated to the Hunt Valley, MD branch as an Executive Team Assistant for the Mid Atlantic Market. Working closely with the Market Executive, she onboarded new employees and planned UBS events throughout the Mid-Atlantic. Currently, Carly assists The Murray Group with opening and maintaining accounts, disbursing money, and helping clients access online tools.

Carly graduated from the University of Rhode Island in 2018 with a B.S. in Biology. During her senior year, she was voted captain of the Women’s Swimming and Diving Team by her teammates and coaches. Carly resides in Baltimore City, where she enjoys staying active by playing soccer, swimming, biking and running.

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Michele has worked in the financial services field for 28 years. Her business focuses on long-term financial planning. She works with her clients to get a complete understanding of their goals, current assets, cash flow, and risk tolerance in order to work together to build an investment strategy that suits their individual needs and comfort level. Her goal is to build strong relationships with her clients based upon trust and a comprehensive understanding of their investment goals and associated risk tolerance. Michele currently resides in Eldersburg, MD with her husband, Andrew, and children Sean and Rachel. She enjoys traveling, hiking, and cooking.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Plans Specialist℠

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Jason is a financial advisor with 9 years of experience in the investment industry.  His focus is on comprehensive wealth management for high net worth individuals and financial planning for families.  He earned his BA in economics from The University of Maryland and his MBA in finance from the University of Baltimore.  In his spare time Jason volunteers with the Sports Boosters of Maryland as a board member.  Jason earned his Series 7 and 66 licenses and joined UBS in 2012.

Education

• University of Baltimore-MBA Finance
• University of Maryland College Park- Economics

Licenses

• Series 66
• Life and Health
• Series 7

• The University of Maryland, B.A. Economics
• University of Baltimore, M.B.A. Finance

• CERTIFIED FINANCIAL PLANNER™