Experience

Insight grounded in experience

Russell’s passion and skill is identifying solutions to his clients’ wealth planning needs—and bringing together the resources needed to implement those solutions. Being part of a planning-oriented team comes naturally to him, as does recognizing that each family is unique and therefore their investment strategy will be, too. He learned this from personal experience.

When Russell graduated from college, his grandfather passed away and left his mother a small inheritance. She asked Russell for advice regarding how to invest the money, and after much research and conversation about her goal for the inheritance, he invested it in a diversified portfolio of mutual funds. One of his parent's’ dreams was to own a beach house where they spent cherished family summer vacations when the children were young. After just six years, the money had grown enough for them to achieve that goal. Today, Russell is driven to help people create the plan appropriate for reaching their goals, and then to see that plan through to completion.

Russell joined Legg Mason as a financial advisor in 1994, and joined UBS in 2009. The dedication and commitment he brings to his work comes from his experience as a competitive cyclist earlier in life, spending time with the U.S. national team and in the 1992 Olympic trials.

Credentials that build confidence

Russell is a CERTIFIED FINANCIAL PLANNER™ professional and maintains his licenses in life, health and long-term care insurance. He has completed the UBS Portfolio Management Program and also holds the Wealth Management designation from UBS.

In 1993, Russell graduated from the former Western Maryland College (now McDaniel College), with a dual B.S. degree in economics and business administration, along with a minor in mathematics.

Outside of UBS

With an apiary on his property, Russell is a dedicated bee keeper and member of the Central Maryland Beekeepers Association. He also enjoys golf, fly fishing, cycling, and spending time with his family – his wife, Keri, daughter Analiese, son Hudson, and the family’s Yellow Lab, Luna.

Russell is committed to supporting his clients’ philanthropic interests. He is an active advocate of locally sourced and organically grown foods, including products from clients who have made their living by farming.

Insight grounded in experience

In a practice focused on tailoring recommendations to each client’s specific situation, Ariana specializes in identifying individual needs and the solutions to meet those needs. She understands how to bring in the right resources to execute on a plan, and how to adapt to the needs of the individual and the changing circumstances in their lives. Drawing on experience from her previous role as a UBS Wealth Planning Associate, she concentrates on all levels of planning.

Growing up, Ariana’s mother consistently stressed the importance of financial education and being financially secure for the short and long term. The opportunity to help people with their own financial journeys, so that they are able to achieve what is most important in their lives, is what motivates Ariana in her work. She fuels her motivation with the discipline and perseverance she learned from her time as a competitive swimmer.

Credentials that build confidence

Ariana joined UBS in 2017 as a Wealth Planning Associate for the Mid-Atlantic Region. Since June of 2019, she has been a Financial Advisor with The Weber Group.

She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the AWMA® designation. She also maintains her life and health insurance licenses along with her Series 7 and 66 securities licenses.

Ariana graduated from The Johns Hopkins University in 2017 with a double major in Economics and Cognitive Science. Her work in various industries sharpened the communication and problem-solving skills she puts to use for The Weber Group’s clients.

Outside of UBS

Ariana swam competitively for 13 years, and still has a deep interest in any activity that involves being on or in the water. Recently she has also discovered a passion for spin class, and she enjoys spending time with friends and family.

It’s also important for Ariana to give back to her alma mater, The Johns Hopkins University, where she recently joined the alumni council.

Meredith Mighty is a wealth strategist with The Weber Group at UBS Financial. With a background in institutional fund analysis and management, family office services, and trust administration, she brings a diverse set of skills and experience. Meredith began in research and project management at Legg Mason Capital Management, worked at a private family office, and served as an investment officer at Argent Financial Group. She holds a Bachelor of Arts degree in Economics from Emory University and a Masters of Business Administration from the Robert H. Smith School of Business at the University of Maryland. In addition, she has earned both the AIF (Accredited Investment Fiduciary) designation as well as the CDFA (Certified Divorce Financial Analyst) designation. Meredith volunteers her time with Junior League of Baltimore. AIF designation does not imply assumption of fiduciary responsibility