We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.
Jonathan Palmer Murray
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.
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, LA, MA, MD, ME, MI, MS, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY
Brian Doak, CFP®
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.
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, ME, MI, MS, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
Jason Lowy, CFP®, CRPS, CEPA
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.
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MS, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
Nicholas J. "Nick" Barbieri, CFP®, CRPC®, CDFA™
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.
AZ, CA, CO, CT, DC, DE, FL, GA, ID, LA, MA, MD, ME, MI, MS, NC, ND, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY
Palmer David Murray
Chartered Retirement Planning Counselor (CRPC®)
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.
CA, CO, CT, DC, DE, FL, GA, IA, ID, LA, MA, MD, ME, MI, MS, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
Laura Ann Diamond
Laura Ann joined the team in 2011 after graduating from Towson University with a B.A in communication and marketing. Her role with The Murray Group is to enhance client experience by working closely with our clients and servicing their everyday financial needs. In addition to client service support, meeting preparation, on-boarding of clients and working with clients on their lending needs, Laura Ann is responsible for relationship and practice management. Laura Ann holds both the FINRA Series 7 and Series 66 licenses.
CO, CT, DC, DE, FL, MD, MI, NC, NJ, NY, PA, SC, VA, WY
Wendy S. Haughwout
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
CO, CT, DC, DE, FL, MD, MI, NC, NJ, NY, PA, SC, VA, WY
Michele L. Burch-Lippincott, CPWA®, CRPS®
Senior Vice President - Wealth Management
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.
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV
Colby Allen Buss
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.
AZ, CA, DE, FL, IL, MA, MD, MO, NC, NH, NM, NY, OH, OR, PA, TN, VA, VT, WA, WV
Jason Brian Connor
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.
- University of Baltimore-MBA Finance
- University of Maryland College Park- Economics
- Series 66
- Life and Health
- Series 7
CA, CO, CT, DC, DE, FL, GA, ID, KY, MA, MD, MN, NC, NJ, NY, OH, PA, SC, VA, WA, WV
Kevin R. Bell
For more than a quarter of a century, Kevin R. Bell has been helping clients design sophisticated financial solutions to help simplify their lives. In early 2012, Kevin accepted an invitation to join the UBS office in Hunt Valley, Maryland and work alongside his friend and esteemed colleague, Jonathan Murray. This partnership has proven to be a very special opportunity to work together with Jonathan and The Murray Group to better serve our mutual clients.
A graduate of both the McDonogh School and Washington & Lee University, Kevin is recognized as a Certified Financial Planning Certificate by the Certified Financial Planner Board of Standards and as a Chartered Retirement Planning Counselor by the College for Financial Planning. The son of a surgeon, Kevin’s understanding and appreciation of the Health Care industry has been instrumental in his ability to work with and add value to area physicians, as well as, local hospitals and nursing homes.
Outside the office, Kevin has been active in his community. He has served on a variety of Charitable Boards and Committees, including Carroll County Health Services, National Kidney Foundation of Maryland, Carroll Hospital Center Foundation, Union Mills Homestead Foundation, and as a Founding Member of Westminster Area Lacrosse (WAX), where he also enjoyed coaching for many years. While working in Westminster, Kevin was particularly proud to have the privilege to serve on the Executive Board, and later as President, of the Greater Westminster Development Corporation, charged with advising the Mayor and City Council and to support the healthy and thoughtful growth of his hometown.
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