Manage transition. Pursue what matters.

Grandmother on laptop

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Two women laptop

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jessica Anderson Profile Photo

    Jessica Anderson, CPWA, CFP, CIMA

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    Everyone told Jessica she should be in financial services to use her mathematical skills. When she finally decided that it was time to take everyone's advice and try her hand in the financial world, she realized that she needed in-depth knowledge to really help clients make the best decisions. She immediately started studying for the CERTIFIED FINANCIAL PLANNERTM designation. Working with clients and helping them with the transitions in life has been an amazing and gratifying experience.

    Today, with nearly 30 years of experience in financial services, Jessica still finds it rewarding to witness her clients living the life they've always imagined, and she knows that working with her team has made a difference. In fact, that's why she joined UBS in 2009—the firm shares her client-centric philosophy. 

     Professional achievements and education

    • Certified Investment Management Analyst® (CIMA®)  
    • CERTIFIED FINANCIAL PLANNERTM (CFP®)
    • Certified Private Wealth Advisor® (CPWA®)
    • Series 3, 7, 63 and 65 securities licenses
    • B.A./B.S., English and mathematics

    Life outside UBS  

    While Jessica has been president of both the Rutland Regional Medical Center and Chaffee Art Center, the role she most enjoys outside of UBS is that of proud mom. She loves seeing her children grow into contributing adults and teaching their children the same community values. They celebrate all holidays and include family and friends with enthusiasm.

     

    California Insurance No.
    0C68717

    • Forbes America’s Top Women Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Castleton State College, B.S. Physical Education and Health
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    Financial planning
    Legacy planning
    Retirement planning
    Estate planning strategies
    Business succession
    Investing
    Custom portfolios
    Asset allocation
    67 Merchants Row
    Suite 102
    Rutland, VT 05701
  • Bob Jurta

    Robert Jurta

    Senior Vice President–Wealth Management

    Financial Advisor

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    Bob joined UBS in 2006 and has over 13 years of experience in the financial services industry. He makes use of the Firm’s advisory services to help the Capitol Group's
    clients address their financial goals giving particular focus
    to professionally managed investment accounts, business
    retirement plans, and annuities. He understands the
    financial and emotional implications of wealth
    management, and designs plans that encompass both.
    Bob is a 2003 graduate of Boston College.

    Professional achievements and education

    • Series 7 and 66 securities licenses
    • B.A., Boston College

    Life outside UBS

    He is a boating enthusiast in the summer and an equally dedicated snowmobiler in the
    winter. He and his partner Rose live in Portsmouth, New Hampshire, with their cat. They enjoy international travel and visit friends and family in Europe regularly.

      • Boston College, B.A.
        Investing
        Custom portfolios
        Asset allocation
        Alternative investments
        Structured products
        Business owners
        Entrepreneurs
        Professionals
        1155 Elm Street
        Suite 501
        Manchester, NH 03101
      • John Hamilton

        John Hamilton

        Senior Vice President–Wealth Management

        Financial Advisor

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        John has been in the financial services industry for over 25 years. Prior to joining UBS, his career began with EF Hutton in 1984 and travelled the path of Wall Street including the firms of Shearson Lehman Hutton and Salomon Smith Barney.

        Professional achievements and education

        • Series 7 and 66 securities licenses
        • B.A. Middlebury College

        Life outside UBS

        John offers extensive wealth management experience including financial planning for estate strategies, comprehensive asset allocation strategies and retirement transition planning. He was recently appointed Branch Manager of the branch office in Rutland, Vermont which includes 10 experienced advisors.

        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Middlebury College, B.A.
          Financial planning
          Legacy planning
          Retirement planning
          Estate planning strategies
          Investing
          Custom portfolios
          Asset allocation
          Cash management
          67 Merchants Row
          Suite 102
          Rutland, VT 05701
        • David Pince

          David Pince

          First Vice President–Wealth Management

          Financial Advisor

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          David brings a wide range of experience to his role with The
          Capitol Group and UBS. David is a 30-year veteran of the
          financial advisory business, having started his career in 1986
          with the former E.F. Hutton Company in their Paris office.
          In 1988, he moved to Manchester, New Hampshire, when
          Hutton merged with Shearson Lehman Brothers and, later,
          Smith Barney. David continued with Smith Barney until 2008,
          rising to First Vice-President and Wealth Management Advisor,
          until joining UBS in Concord.

          Professional achievements and education

          • Series 7 and 66 securities licenses
          • B.A., Northwestern University and the Thunderbird School of Global Management.

          Life outside UBS

          He and his wife, Margaret, reside in Naples, Florida, with their family.
          He enjoys family, reading and travel.

            • Northwestern University and the Thunderbird School of Global Management., B.A.
              Retirement planning
              Investing
              Multi-generational families
              Business owners
              Entrepreneurs
              Professionals
              Corporate executives
              Banking
              10 Park Street
              Concord, NH 03301
            • Margo Jones Profile Photo

              Margo Jones, CFP

              Vice President–Wealth Management

              Financial Advisor

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              Margo left her managerial position at the Discovery Channel to join Jessica Anderson at UBS in 2008, completely inspired by the level of caring and concern her teammate demonstrated with clients, especially in the midst of the market mayhem. The youngest of five children, Margo believes that she has always been a "connector." As a CERTIFIED FINANCIAL PLANNERTM professional, she enjoys connecting the wide array of resources available at UBS to help  achieve client goals.  Margo strives to help her clients through the many changes life hands us whether it is the sale of a business, the loss of a loved one, a divorce or retirement, Margo and her team work hard to customize a solution that clients can find comfort in. 

              Professional achievements and education

              • CERTIFIED FINANCIAL PLANNERTM (CFP®)
              • Series 7 and 66 securities licenses 
              • M.A., liberal studies, Georgetown University
              • B.A., Connecticut College

               Life outside UBS

              Margo is very active in her Vermont community. She is a former board member of the Rutland County Boys and Girls Club and Vermont Folk Life Center, and is currently a member of Rutland Regional Medical Center Board of Directors. She grew up on the Navajo reservation in northern Arizona and spent every summer swimming, sailing and boating with her extended family on Green Lake in Wisconsin. She has a diverse geographic footprint, moving from Washington DC to Vermont over a decade ago. She and her husband, Jeffrey, enjoy skiing, board games and the outdoors with their 3 wonderful children: Henry, Lucie and Finn (and their dog, Pickles).

               

              CA Insurance License number OK60503

                • Connecticut College, B.A.
                • Georgetown University, M.A. Liberal Studies
                • CERTIFIED FINANCIAL PLANNER™
                Financial planning
                Education planning
                Legacy planning
                Long-term care planning
                Retirement planning
                Estate planning strategies
                Cash management
                Multi-generational families
                67 Merchants Row
                Suite 102
                Rutland, VT 05701
              • Emilie Checrallah

                Emilie Checrallah

                Financial Advisor

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                When it comes to finances, it’s easy to get overwhelmed. Emilie helps people organize the big picture of their wealth through day-to-day attention to detail. She forges personal relationships with clients by talking with them about their personal and professional goals, hopes and dreams, creating a fully integrated plan for managing their wealth.
                Prior to Emilie's 11+ years of experience at UBS, she had served in various roles as a marketing professional. She routinely builds, monitors and reevaluates clients’ financial plans, as they are always a work in progress, helping clients take care of the people who are important to them, and seeking to give peace of mind about the future.

                Professional achievements and education

                • Series 7 and 66 securities licenses
                • M.B.A., Business Administration, Endicott College
                • B.A., Suffolk University

                Life outside of UBS

                She resides in the Seacoast region of New Hampshire with her husband, David, their children Blake, Haylie, and Jack and their pack of rescue dogs. Emilie follows New England sports, enjoys boating, and 'all things water sports'.

                 

                  • Endicott College Van Loan School of Professional Studies , MBA
                  • Suffolk University , B.A.
                    Cash management
                    Securities-backed lending
                    Financial planning
                    Education planning
                    Retirement planning
                    Multi-generational families
                    Women investors
                    Professionals
                    1155 Elm Street
                    Suite 501
                    Manchester, NH 03101

                  When times are changing, we go the extra mile

                  We believe what sets our team apart from so many others is the personal connection we often make with our clients when they need it most. Because we are truly passionate about helping make our clients’ lives better, we go the extra mile to help you make the tough decisions during these periods of major life change.

                  retirement

                  Retirement

                  divorce

                  Divorce

                  Pictures

                  Loss of a loved one

                  business

                  Business transition

                  portfolio

                  Creating your planning “road map” for transition

                  We believe that planning is the foundation of every successful client relationship—particularly during life’s transition.

                  We begin with in-depth conversations to help us gain a better understanding of your needs, priorities and current wealth picture—financial assets and liabilities. From there we develop your personal “road map”—a comprehensive view of what you have, and what you may need to address your most important short-term and long-term goals.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager