Your life. Your wealth. Your future.

Pursue what matters most

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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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  Pamela Stevens

    Pamela Stevens

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TX
    • VA

    I joined Paine Webber (now UBS Financial Services Inc.) in 1993 after working for IBM in sales, marketing and project management in both Baltimore, MD and Atlanta, GA.  In these past 25 years at UBS, I have actively advised clients and managed their investments through many great times and a few really bad times.

    Real success for clients is found by staying committed in all markets.  Volitility is both unsettling and inevitable in the realm of investing, yet with a solid financial plan and much patience, clients can maintain confidence in their current and future goals.

    My bachelor's degree in Education from Indiana University has served me well both personally and professionally.  I enjoy the Baltimore Symphony, Center Stage, movies, yoga, world travel and my book club.  In addition, I am blessed with two grandsons who need me for their college savings plans!

      • Indiana University, Bachelor's Degree in Education
        500 East Pratt Street
        11th Floor
        Baltimore, MD 21202
      • Alexandra Sitton Jamieson

        Alexandra Jamieson

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CT
        • DC
        • DE
        • FL
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • MN
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • PA
        • TX
        • VA

        I joined UBS Financial Services in 2015 and partnered with Pam Stevens to create a wealth management team that would yield the best results for clients.  I hold all of the required licenses for securities, life insurance, long-term care, variable annuities and, in addition, I am a CERTIFIED FINANCIAL PLANNER™.

        I earned a degree in Civil Engineering from the Rochester Institute of Technology, and initially worked as a civil engineer and later as a mortgage underwriter.  These diverse work experiences allowed me to hone both my analytical and creative skills.  I have transferred these talents to the science and art of investing for the benefit of our clients and their changing financial needs.

        I am a Baltimore native and an ardent Orioles baseball fan.  My husband and I enjoy gardening, cooking and hiking.  Our two young children keep us very busy and clearly focused on the future.

          • Rochester Institute of Technology, Civil Engineering
          • CERTIFIED FINANCIAL PLANNER™
          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

        Retirement planning

        Retirement planning

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        Investment management

        The circular economy: What is it?

        How can you be more certain in an uncertain market?

        Let's put your plan in place, for today, tomorrow and for generations to come

        You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

        Backed by the strength of UBS

        A global leader in wealth management

        #1

        Global Equity Research 

        Institutional Investor, 2021 Global Rankings

        #1

        ESG/Impact Investing

        Euromoney Private Banking and Wealth Management Survey, 2015-2022

        More than 150 years

        offering financial advice

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