Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.


Neil Callahan

Senior Vice President–Wealth Management

Personal & Community

  • Mentor, King Street Center/Mobius, 2012 - Present
  • Past Trustee, St. Michael's College
  • Past President, St. Michael's College Alumni Board of Directors
  • Alumnus of the Year, 2008, St. Michael's College
  • Past Board Member and Volunteer, Selma (Al.) Youth Development Center
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT


  • MBA, University of Vermont
  • BA, St. Michael's College
38 Eastwood Drive
Suite 400
South Burlington, VT 05403
  • (802) 860-5730

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager