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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
      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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      ElectionWatch 2024

      Investment insights on the US elections

      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

      In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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