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
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Jay began his career in 2002 as a Financial Advisor at UBS PaineWebber.  Jay is ranked in the top 100 nationally for banking and is a Recognition Council Member.  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.

      • University of Vermont, Environmental Law
      • Colorado State University
      • Senior Portfolio Manager
      38 Eastwood Drive
      Suite 400
      South Burlington, VT 05403
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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
      • 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

      The Year Ahead - Sustainable Investing

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      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

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