$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
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
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
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
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.
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
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.
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
Life outside UBS
He and his wife, Margaret, reside in Naples, Florida, with their family.
He enjoys family, reading and travel.
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
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
Emilie is driven by helping clients take care of the people who are most important to them, through holistic advice. 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, needs, wants and wishes. Then a fully integrated financial plan is created for managing wealth comprehensively.
Prior to joining UBS in 2011, she worked in the marketing industry for 3 years. She routinely builds, monitors and reevaluates clients’ financial plans, as they drive accuracy of investment allocation and are always a work in progress-- as life events occur, risk tolerance changes and goals, needs and wants shift.
Professional achievements and education
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', and strives for marginal mediocrity in both skiing and golf.
Alicia is a Registered Client Associate who has earned her Series 7 & 66 securities licenses. She has been in the industry for 20 years providing exceptional customer service for clients. When she started in 1998 at Smith Barney she was involved in the Operations dept. of the industry and transitioned to the service side. She prides herself on providing excellent customer service and creating a true connection with clients. She is a tenacious problem solver with a " can do" attitude. She is a 1991 graduate of Castleton State College with a BS in Physical Education and Health. Alicia enjoys camping, physical fitness, and spending time with her husband and two sons.
Pam graduated from The College of St Joseph with a B.S. in finance. She began working with John Hamilton in the financial services industry over 20 years ago at Salomon Smith Barney. Since that time she earned her Series 7 and 66 securities licenses and strives to provide the highest quality customer service to our clients.
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
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
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
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.
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
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.
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
Life outside UBS
He and his wife, Margaret, reside in Naples, Florida, with their family.
He enjoys family, reading and travel.
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
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
Emilie is driven by helping clients take care of the people who are most important to them, through holistic advice. 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, needs, wants and wishes. Then a fully integrated financial plan is created for managing wealth comprehensively.
Prior to joining UBS in 2011, she worked in the marketing industry for 3 years. She routinely builds, monitors and reevaluates clients’ financial plans, as they drive accuracy of investment allocation and are always a work in progress-- as life events occur, risk tolerance changes and goals, needs and wants shift.
Professional achievements and education
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', and strives for marginal mediocrity in both skiing and golf.
Alicia is a Registered Client Associate who has earned her Series 7 & 66 securities licenses. She has been in the industry for 20 years providing exceptional customer service for clients. When she started in 1998 at Smith Barney she was involved in the Operations dept. of the industry and transitioned to the service side. She prides herself on providing excellent customer service and creating a true connection with clients. She is a tenacious problem solver with a " can do" attitude. She is a 1991 graduate of Castleton State College with a BS in Physical Education and Health. Alicia enjoys camping, physical fitness, and spending time with her husband and two sons.
Pam graduated from The College of St Joseph with a B.S. in finance. She began working with John Hamilton in the financial services industry over 20 years ago at Salomon Smith Barney. Since that time she earned her Series 7 and 66 securities licenses and strives to provide the highest quality customer service to our clients.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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 means different things to different people. For some it may be a reduced work schedule. For others, it may be a relaxed, simpler life—which, together, may last 30 years or more. How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement, the more these decisions can impact your retirement lifestyle. We’ll help you plan and prepare for the retirement you’ve earned.
We’re compassionate advocates who can help you deal with the financial and legal hurdles you may face during a separation and divorce. Considerations such as alimony, child support and property settlement options are evaluated. Our goal is to help empower you with the tools and planning skills to make appropriate choices for the future. From healthcare to insurance planning to retirement and estate planning strategies, our team has the experience to guide you each step of the way.
How do you even think about finances at a time like this? Getting back to “normal” after the death of a partner, whether sudden or anticipated, is an overwhelming task. We’d like to provide the advice you need to sort through the many decisions you’ll face as you begin to move forward.
Owning, growing and finally deciding to leave behind your business is likely one of the biggest investments of your life—both financially and emotionally. Planning conversations early on can save you stress—and money. From expansion and acquisition to an eventual exit or succession strategy, we can help make this complex process more efficient and productive—for you, your family and those next in line.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Your submission was unsuccessful.
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.
You have successfully registered for this event.
Your submission was unsuccessful.
Your message has been successfully submitted.
Your submission was unsuccessful.