Jonathan is a Managing Director and a Wealth Management Specialist for UBS Financial Services, Inc. in Hunt Valley, MD. He is a member of their prestigious Pinnacle Council, and has served on the UBS Advisory Committee. From 1994 to 2006, Jonathan worked for Legg Mason in Baltimore, and from 1989 was with Kidder, Peabody. Prior to his investment career, Jonathan worked in higher education, as the Assistant Dean of Admissions at Dickinson College in Carlisle, PA. Jonathan currently manages about $1 billion of clients’ assets and works closely with endowments, businesses, and affluent families to help them achieve their wealth management goals.

Since 1999, Jonathan has served as the daily financial analyst on WBAL Radio in Baltimore, where he offers helpful commentary and advice on the economy and the markets. Jonathan appears regularly on WBAL TV, and is a contributor with his twin brother on The Today Show, MSNBC, and Fox Business News, where they discuss current economic conditions, investment themes, and wealth management strategies. Their book, Two For the Money: A Guide for Balancing Retirement, Kids, and Aging Parents, is a must read for baby boomers. Jonathan is frequently quoted in The N.Y.Times, The Baltimore Sun and The Baltimore Business Journal. He is a lecturer for the Loyola University MBA program, the University of Maryland and for Johns Hopkins University.

Jonathan graduated from Dickinson College in 1984. He was elected as a trustee there, and served as Chairman of the Finance, Budget and Audit Committee, Chairman of the Investment Committee, and Vice Chairman of the Academic Affairs Committee. He formerly served as Treasurer on the Board of the Boys' Latin School in Maryland and was Chairman of their Investment Committee. He also serves as a Director for the University of Maryland Center for Environmental Studies, and the University of Maryland System Foundation, a $1 billion fund.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Brian is a senior partner of The Murray Group and a Certified Financial Planner™ (CFP®). His primary responsibility is providing comprehensive financial planning services for high-net worth clients. As Senior Vice President- Wealth Management, Brian is also actively involved with the investment research and asset-allocation decision making for our clients. Brian has been in the securities business for over 25 years, starting at T. Rowe Price in 1990. Brian became a colleague of Jonathan Murray at Legg Mason in 1994 where he worked through the Smith Barney merger until 2007. Brian moved his practice to UBS in 2008 to join businesses in partnership with Jonathan Murray and Jason Lowy, forming The Murray Group. Brian is active in the community, serving as a former trustee for B.E.S.T. (Baltimore Educational Scholarship Trust www.besttrust.org). Brian remains very active in that organization's cause of giving Baltimore City's under-privileged children an opportunity to attend one of Baltimore's elite independent schools. B.E.S.T. places an average of 50 kids per year in elite schools with significant financial assistance. Brian also loves coaching baseball as an avenue to mentoring young men. He serves as a board member of Roland Park Baseball, where he has also coached two regional championship teams. In addition, he also is in his second year as a varsity baseball coach at his alma mater, St. Paul's School.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MO, MS, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Jason joined The Murray Group in 2004 at the downtown Legg Mason headquarters.  In 2007, the team moved to UBS Financial Services, where he is now a First Vice President and holds the following designations:  CERTIFIED FINANCIAL PLANNER™, Wealth Advisor, Accredited Investment Fiduciary designee, and Chartered Retirement Plan Specialist.  Within the Murray Group, Jason develops in-depth financial plans with our clients and then assists them in executing their wealth management strategies.  Our institutional clients benefit from Jason’s retirement consulting services on their corporate retirement plans and he educates the employees of those companies on the importance of saving for their retirement.  Jason also assists Jonathan with investment research and the portfolio management of our clients' portfolios.  You may sometimes hear Jason on the "Closing Bell Report" on WBAL 1090, recapping the daily activity in the financial markets.

Jason graduated from McDaniel (formerly Western Maryland) in 2004 with a Bachelor of Arts degree.  He is active in the local community as he sits on the Board for The Contemporary Art Museum, the Associate Council for Junior Achievement of Central Maryland and on the Executive Committee of the National Collegiate Cancer Foundation.  He lives with his wife, Bridget, and two boys, Kyle and Gavin, in the Phoenix area.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Nicholas J. Barbieri, CFP® is a CERTIFIED FINANCIAL PLANNER™. With a focus on financial planning, Nick works with clients to evaluate all aspects of their financial well-being to develop comprehensive long-term plans and with individuals who are approaching retirement or recently retired to help them design lifetime income streams.

Nick earned a degree in Business Administration with a concentration in Economics from Loyola University Maryland. Nick currently lives in Bel Air with his wife Emily and their son, Charlie.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Palmer Murray joined The Murray Group after spending three years working for UBS in New York City. Palmer has worked in many different areas of the firm, including National Sales, Research, and as a Financial Advisor in the UBS Wealth Advice Center.

Palmer is a graduate of Dickinson College where he played lacrosse for 4 years, and won the coveted HEART award.  Palmer has completed the Chartered Retirement Planning Counselor (CRPC ®) designation, as well as his Series 7 and Series 66 licenses.

In his spare time, Palmer enjoys golfing, surfing, and spending time with his family. He is also an avid fan of the Ravens, Orioles, and Penguins. 

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Laura Ann joined The Murray Group in 2011 after graduating from Towson University with a B.A. in communication and marketing. She has served in various roles since then and currently acts as Team Administrator. As she leads the service team, Laura Ann works to on-board new clients and manage current relationships. She strives not only to meet those clients' everyday financial needs but to optimize their every experience.

Laura Ann holds both the FINRA Series 7 and Series 66 licenses. She resides in Towson, MD with her husband, Jon, and two sons, Richie and Leo.

Registered States:
CO, CT, DC, DE, FL, MD, MI, NC, NJ, NY, PA, SC, VA, WY

Since 2010, Wendy Haughwout has played an integral part of UBS Financial Services as a Registered Client Service Associate by building current and future relationships through educational seminars, event planning and F.A. speaking engagements. She joined The Murray Team in 2015 where she will continue to provide a higher level of service for current clients, corporate retirement plan sponsors and plan participants. Her primary focus is to find solutions to their financial concerns by using a comprehensive financial plan to appropriately assess their needs. 

Wendy holds FINRA Series 7 and 66 securities licenses and earned a B.A. degree in Political Science and History from Salisbury University. She resides in Towson, MD where she enjoys traveling and spending time with her family

Registered States:
CO, CT, DC, DE, FL, MD, MI, NC, NJ, NY, PA, SC, VA, WY

Ben came to The Murray Group after interning at the UBS Baltimore branch and working as a Market Technology Specialist for UBS Hunt Valley. He holds his Series 7 and 66 licenses, and he assists advisors by researching investment vehicles, analyzing client and model portfolios and implementing investment strategies.

Ben studied economics as an undergraduate at Bucknell University and earned a M.S. in applied economics from Johns Hopkins. He played lacrosse at both schools and captained the Bucknell team his senior year.

Registered States:
MD

Samantha joined The Murray Group as a Client Service Associate in 2020. Prior to that, she honed her client service skills in the same role at the UBS Charlotte office. She assists with opening and maintaining accounts, helping clients deposit and disburse moneys, and filling any administrative need that may arise.

Samantha graduated from Saint Mary’s College of Notre Dame, Indiana in 2019 with a degree in Business Administration and a concentration in Marketing. In her hometown of Raleigh, N.C., Samantha started an annual fundraiser in 2011 supporting The One Love Foundation. The fundraiser has since become the non-profit's longest running annual event.

Matt joined The Murray Group as a Client Service Associate after fifteen years teaching and chairing departments in public and private schools. During his time as an educator, his colleagues and students elected him to various leadership positions and advisory roles. Matt helps financial advisors build and modify plans for clients and prospects, and he assists the teams in managing client relationships and needs.

 Matt holds bachelor's and master's degrees in English, and he makes his home in Pennsylvania with his wife and sons.

Registered States:
MD

Michele has worked in the financial services field for 28 years. Her business focuses on long-term financial planning.  She works with her clients to get a complete understanding of their goals, current assets, cash flow, and risk tolerance in order to work together to build an investment strategy that suits their individual needs and comfort level. Her goal is to build strong relationships with her clients based upon trust and a comprehensive understanding of their investment goals and associated risk tolerance. Michele currently resides in Eldersburg, MD with her husband, Andrew, and children Sean and Rachel.  She enjoys traveling, hiking, and cooking.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NH, NM, NV, NY, PA, TN, VA, VT, WA, WV

Jason is a financial advisor with 9 years of experience in the investment industry.  His focus is on comprehensive wealth management for high net worth individuals and financial planning for families.  He earned his BA in economics from The University of Maryland and his MBA in finance from the University of Baltimore.  In his spare time Jason volunteers with the Sports Boosters of Maryland as a board member.  Jason earned his Series 7 and 66 licenses and joined UBS in 2012.

Education

• University of Baltimore-MBA Finance
• University of Maryland College Park- Economics

Licenses

• Series 66
• Life and Health
• Series 7

Registered States:
CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TX, VA, WA, WV