Experience

Experience

• 40 years of experience in the financial services industry
• Tim started his career at EF Hutton in 1983, and joined PaineWebber Inc. in 1990
• Tim was the Branch Manager in South Burlington, Vermont branch in 1995 to 2001
• In 2008 Tim completed the firm's Wealth Advisor designation

Degree

• Bachelor of Science – Economics, University of Vermont
• Tim holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0D30201)

Experience

• 26 years of experience in the insurance and financial service industry
• Stefanie started at Prudential Insurance in 1997 and joined PaineWebber Inc. in 1998
• In 2000 to 2003 she joined Smith Barney and then rejoined UBS Financial Services in 2003
• In 2013 Stefanie obtained her CERTIFIED FINANCIAL PLANNER™ certification and is CFP® professional

Degree

• Master of Business Administration, Champlain College, Burlington, Vermont
• Bachelor of Arts – Professional Studies, focus in business, Johnson State College

Experience:

Jennifer joined the firm, formerly, PaineWebber in 1994.  She worked with Tim and his Branch Management Team until she left to raise her three boys.  She returned to the O'Brien Gretkowski Team in 2014.  She is a Senior Registered Client Associate with 20 years experience in the Financial Services Industry.

Degree:

Bachelor of Arts - Business Administration 1998, Champlain College, Burlington, VT

Personal:

Played 2 years, Soccer and Softball at the Collegiate level.  She loves to play golf with her family.  She enjoys watching her boys play baseball, from Little League right up through the Collegiate Level.

Experience      

Jake's first experience with UBS was an internship during summer in college at our Portland, ME branch. After graduating from Trinity college he moved to New York City to join UBS in the Financial Advisor Development Program. Upon graduating from the Development Program he worked in the firm’s Institutional Advisory Group for four years during which time he obtained his CERTIFIED FINANCIAL PLANNER™ certification. In that role he was a Financial Advisor and Corporate Stock Benefit Consultant working with Directors and Executives of the firm’s corporate clients in the equity award space. He moved to the South Burlington Branch in 2024.

Degree

• Bachelor of Arts – Economics, Trinity College
• Minor in Formal Organizations, Fast Track in Entrepreneurial Studies, Trinity College
• Tuck Business Bridge Program at Dartmouth

Personal

• Jake was on the Track and Field team at Trinity for four years.
• Jake enjoys golfing, fishing and most things outdoors. 
• He lives in South Burlington with his fiancée, Eliza.