How can you pursue what matters most?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

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    Jay Desautels

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Jay began his career in 2002 as a Financial Advisor at UBS PaineWebber.  Jay began his undergraduate studies at Colorado State University and completed his degree at the University of Vermont with a BA in Environmental Law.  Jay currently sits on the Board of Directors of the University of Vermont Medical Center.

    CA Insurance Number 0139118

     

      • University of Vermont, Environmental Law
      • Colorado State University
      • Senior Portfolio Manager
      Home Worker SC
      Home Worker SC, SC 000
      jay.desautels@ubs.com
      Jay Desautels
      Home Worker SC,Home Worker SC,SC,000
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      Kimberly Nassar

      Wealth Management Associate

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • MA
      • MD
      • ME
      • MN
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • UT
      • VA
      • VT
      • WI

      Kimberly has over 10 years of industry experience and began her career at First Albany Capital as an Analyst in municipal bonds. She became a Registered Client Service Associate since 2006 and is now a Wealth Management Associate.  Kimberly graduated from St. Michael's College with a BS in Business Administration.

        • St. Michael's College, Business Administration
        • Financial Paraplanner Qualified Professional™
        38 Eastwood Drive
        Suite 400
        South Burlington, VT 05403
        kimberly.nassar@ubs.com
        Kimberly Nassar
        38 Eastwood Drive,South Burlington,VT,05403
      Three generations in apple orchard

      Turn possibilities into a plan

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      A leading global wealth manager

      UBS Year Ahead 2025

      Roaring 20s: The next stage

      Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

      A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

      Read the report

      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

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      Global leader

      UBS is a leading and truly global wealth manager

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