Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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  • Dustin Roeder

    Dustin Roeder, APMA

    First Vice President–Wealth Management

    Financial Advisor

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    • CT
    • DC
    • FL
    • IA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT

          One Merchants Plaza
          Third Floor
          Bangor, ME 04401
          dustin.roeder@ubs.com
          Dustin Roeder, APMA
          One Merchants Plaza,Bangor,ME,04401
        • sam

          Samuel Groom

          Vice President–Wealth Management

          Financial Advisor

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          • CT
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NY
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT

          As a Vice President-Wealth Management Financial Advisor at UBS Financial Services Inc. I strive to provide my clients with compelling value and service by creating and executing individualized tailor fit solutions to all of their financial and advisory needs. Whether my clients are accumulating wealth, enjoying retirement, or protecting and planning for their loved ones financial futures, I provide customized solutions for each aspect of their current and future financial needs.

          As a Financial Advisor located in the Rutland, VT branch of UBS Financial Services Inc. I have  over 20 years of experience as a Financial Advisor and currently hold series 7,31,63 and 65 Advisory Licenses. Prior to pursuing a career in Investment Management in the mid 1990's, I was a Managing Director for the Princeton Review. I received a BS with honors from Georgetown University in Washington DC. I enjoy skiing, swimming, hiking, obstacle race competition and collecting and maintaining historic automobiles.

          Personal & Community

          Board of Directors, The Vermont Achievement Center
          Volunteer time as an academic tutor and mentor helping adolescents in the community prepare for University

                67 Merchants Row
                Suite 102
                Rutland, VT 05701
                samuel.groom@ubs.com
                Samuel Groom
                67 Merchants Row,Rutland,VT,05701
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              Los Angeles fire relief

              Support and resources

              The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

              Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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