Experience

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 PLANNER^TM certification.  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 Certifications and education

• Certified Investment Management Analyst^® (CIMA^®)  
• CERTIFIED FINANCIAL PLANNER^TM 
• 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 was previously 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 their team'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.

John has been a financial advisor for 38 years.  Prior to joining UBS, his career began with EF Hutton in 1984 and travelled the Wall street merger path including years with the firms of Shearson Lehman Hutton and Salomon Smith Barney before joining UBS in 2009.  John offers extensive wealth management experience including personalized financial planning, comprehensive asset allocation strategies and retirement transition planning.  He loves working with multi-generational families and has experience with estate and trust planning strategies and advanced planning techniques.

Professional achievements and education

Series 3,7,9,10,63 and 65 licenses

Life, Annuity, and Long Term Care Insurance licenses

Former Branch Manager   

B.A. Middlebury College

Life Outside UBS

John lives in Rutland, VT with his wife, Pamela and has three adult children: Stephen, Sarah and Meghan.  John enjoys all sports and outdoor activities, including golf and his true passion,  ice hockey. He maintains a Level 5, masters level, coaching certification with USA Hockey and coached youth hockey and select teams for over 20 years.  He is a former Vermont State Amateur Hockey Board member where he served as a state representative for 7 years.

David brings a wide range of experience to his role with his team at 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.

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 PLANNER^TM professional, Margo enjoys connecting the wide array of resources available at UBS to help achieve client goals.  She 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 PLANNER^TM 
• 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

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

• 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', 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 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 strives to provide 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.