Experience

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.

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.

Jason Lowy is a Managing Director and Senior Partner of The Murray Group at UBS, where he plays a key role in shaping investment strategy, client experience, and the long-term growth of the practice. Since joining the team in 2004, Jason has been instrumental in helping high-net-worth individuals, families, and business owners navigate complex financial decisions with clarity and confidence.

 Jason specializes in comprehensive wealth management, including investment strategy, retirement planning, and exit planning for business owners. He works closely with clients to simplify complexity, align portfolios with long-term goals, and create durable, multi-generational financial plans.  Known for his ability to “cut through the noise,” Jason helps clients stay focused during periods of market uncertainty by translating economic and market developments into clear, actionable guidance. Jason is passionate about building lasting client relationships and helping families achieve financial independence, preserve wealth, and create meaningful legacies.

 Jason holds multiple advanced designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Chartered Retirement Plans Specialist (CRPS®), reflecting his commitment to delivering sophisticated, planning-based advice.  He has been recognized as a member of the UBS Financial Advisor Advisory Committee, a select group of advisors helping shape the direction of UBS.

 Jason is active in the community, having served on boards such as The Contemporary Art Museum, Junior Achievement and National Collegiate Cancer Foundation.  He also helps coach and mentor young athletes in basketball and lacrosse.  He lives with his wife and two sons in Parkton, MD and enjoys spending time with his family!

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.

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.

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.

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

Laura Ann Diamond joined The Murray Group at UBS in 2011 after earning a Bachelor of Arts degree in Communication and Marketing from Towson University. She serves as the Team Administrator and plays a critical role in the team’s operational leadership, supporting both daily execution and long‑term organizational effectiveness. In this role, Laura Ann partners closely with the Financial Advisors and oversees key operational and administrative functions within The Murray Group wealth management practice.

 She manages the full client onboarding process, coordinating account opening, documentation, compliance requirements, and custodial workflows to ensure a smooth and efficient client experience. Laura Ann also supports ongoing client relationships through proactive service and precise execution, helping uphold the team’s high standards of professionalism and responsiveness.

 In addition to her client-facing responsibilities, Laura Ann oversees key operational functions, including internal processes, workflow coordination, and regulatory support. She serves as a primary liaison between the team, UBS platform resources, and external partners, contributing to streamlined communication and operational efficiency.

 Laura Ann holds the FINRA Series 7 and Series 66 licenses. She resides in Timonium, Maryland, with her husband, Jon, and their two sons

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.

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.

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. Carly resides in Baltimore City, where she enjoys staying active by playing soccer, swimming, biking and running.

Adam joined UBS as a Client Service Associate in Spring 2022. Prior to that, he spent eight years at Morgan Stanley as a Senior Fixed Income Associate. He currently assists with opening and maintaining accounts, helping clients deposit and disburse monies, and filling other needs as they arise. He holds a Series 7 and 66 FINRA license as well as a Maryland Life and Health Insurance license.