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
    • 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
      38 Eastwood Drive
      Suite 400
      South Burlington, VT 05403
      jay.desautels@ubs.com
      Jay Desautels
      38 Eastwood Drive,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
      • 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

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      UBS and Credit Suisse—stronger than ever

      Global Wealth Report 2024

      Crafted wealth intelligence

      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

      Gain additional insights into the trends shaping wealth in the US and around the world.

      Download the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

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