Experience

Mr. Stone is a Senior Vice President with almost thirty years experience as a financial advisor.  His focus is on comprehensive wealth management for high net worth individuals.  He started his career in 1983 with Baker Watts and has worked for such highly regarded firms as Kidder, Peabody and Morgan Stanley.  Don is a distinguished member of the Directors Council at UBS.  He is a graduate of Towson University, where he earned his B.S. in accounting.  Don met his future wife, Gina, while at Towson and they have been married for over twenty five years.  They live in Hereford and have three grown children.  In his spare time Don volunteers as a coach for the nationally ranked rugby team at Towson University. 

Colby began his career in financial services right out of college. Following an analyst position at Morgan Stanley and having earned both his Series 7 and 66 licenses, Colby joined UBS in 2012. As a CERTIFIED FINANCIAL PLANNER™ Colby has extensive training in financial planning, education funding, estate planning, insurance, investments, taxes, employee benefits and retirement planning.

Colby earned a degree in Business Administration with a concentration in International Business and a minor in French from Towson University. As captain of his alma mater's rugby team, Colby led Towson to the final four during his senior year. Colby currently lives in Fells Point and is on the board of The Municipal Art Society of Baltimore and active with The Maryland Historical Society. While retired from playing rugby, you can find him cheering on the Orioles, Ravens & Capitals.

I began my career in the financial services industry 16 years ago after graduating from the University of Maryland, Baltimore County with a degree in Health Science and Policy.  I joined UBS as a Senior Registered Client Service Associate in January 2009, following four years at Wachovia Securities and 9 years at Morgan Stanley.  I earned my Series 7, 63 and 66 licenses in 2000.  I am an avid reader, enjoy traveling and just about anything that takes me outside.  I reside in Baltimore, Maryland with my husband and our son and daughter.