Knowledge, experience, leadership And the confidence to pursue your goals

My Financial Services career began 28 years ago in 1987 where I served as both a Financial Consultant and later a Branch Manager at Merrill Lynch. In 2002, I transitioned my practice to one of the world's leading wealth management firms, UBS Financial Services, Inc. From a competitive standpoint, my mission is based on three simple concepts:

  • A High Level of Personalized Attention that each Client Deserves.
  • Quality Financial Advice, Timely Market Updates, and Investments based on your Goals.
  • Having A Well-Structured Plan.

My clients consist of a select group of individuals, families and business owners. My Team and I utilize a complete, highly personalized planning based program. We include a comprehensive analysis of your entire financial picture as well as your life's goals. After discovering the future you envision, we can then assist you in setting your goals, identifying any potential weaknesses, and designing a tailored plan with focuses on milestones and family.

As a father of four now grown children, I understand the value and premise of starting early when it comes to planning. We can always alter your goals as life happens but having a plan in place early can leave you assured that the unexpected can be managed.

I like to spend my free time with my wife Traci. We enjoy boating, kayaking, cycling, sporting events, concerts, and traveling in and around our home of Annapolis, Maryland.

My Team consists of Cory Chambers and my son Blaise Ahearn.

Accomplishments

  • First Vice President - Wealth Management
  • Branch Manager Annapolis

Education

  • B.A., St. Mary's College of Maryland, 1976

Licenses

  • Series 7, General Securities Representative
  • Series 8, General Securities Sales Supervisor
  • Series 63, Uniform Securities State Agent

Personal & Community

  • 28 years industry experience, working with a variety of individuals, corporations, and non-profit organizations.

Registered States:

AL, CA, CO, CT, DC, DE, FL, IL, IN, KY, MD, MO, MT, NC, NJ, NY, PA, RI, TX, UT, VA, WI, WV