Annapolis, MD Park Place Office

Michael Phillips is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Kevin Bruening is a financial advisor with UBS Financial Services in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a board member of the Patuxent River Commission and is on the board of directors for the Village of River Hill Community Association. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Melissa Caprice is a financial advisor with UBS Financial Services in Annapolis, MD, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Geometric Wealth Advisors, Scarborough Capital Management, Independent Financial Group, Ameriprise, and Online Trading Academy. Outside of advisory work, she is a proprietor of an investment property in Canada. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Timothy Reath Jr. is a financial advisor at UBS Financial Services in Annapolis, MD, with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory role, he serves as Treasurer and a member of the board of directors for the Annapolis Arts Alliance. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Mark Livoti is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Carey White is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2022. Prior to returning to the industry, she was a stay-at-home parent for eight years. Outside of her advisory work, she serves as secretary and board member for Hammond Park Recreation Inc., a private neighborhood swimming pool facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a broad range of capital markets services.