How can you pursue what matters most?

Chess pieces on a chessboard

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Mother daughter laptop

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.

  • James MacDonald Profile Photo

    James MacDonald

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • CA
    • CO
    • DC
    • FL
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NY
    • PA
    • RI
    • SC
    • TN
    • VA
    • WA

    Jim offers close to 30 years of wealth management experience.  Prior to joining UBS, he spent his career at some of the top named financial institutions.  He is a member of Portsmouth Country Club of NH and Pinehurst Country Club of North Carolina where he enjoys playing golf with his friends and his two sons. Jim did his undergraduate work at the University of Massachusetts in Amherst, MA where he studied English.  He resides on his gentleman's farm in North Carolina with his wife, Susan.

      • University of Massachusetts, English
        11 S Main Street
        3rd Floor
        Concord, NH 03301
        james.a.macdonald@ubs.com
        James MacDonald
        11 S Main Street,Concord,NH,03301
      • Walter Razzaboni Profile Photo

        Walter Razzaboni, CFP

        Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • CA
        • CO
        • DC
        • FL
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NY
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WV

        Walter has a passion for helping individuals, couples, and families create the lives they desire by providing comprehensive planning and investment advice.

        He has been providing wealth management advice for more than 20 years and received the Certified Financial Planner™ designation in June of 2011. This rigorous curriculum gives him the knowledge necessary to analyze all aspects of a client's financial needs. Walter earned his Bachelor’s Degree from Bentley College in Waltham, MA and Master’s Degree from Boston University in Boston, MA where he studied business.  

        Walter volunteers often at non-profits including The Front Door Agency and UpReach Therapeutic Equestrian Center, where he served on the Board of Directors. Currently, he is on the development committee for The Wilson House. 

        Outside of work, he enjoys reading, cooking, and hiking in the New Hampshire White Mountains. Walter currently resides in Milford, NH with his partner, Magdalena, and their children, Mario, and Alex.

          • Bentley College, Bachelor's Degree
          • Boston University, Masters Degree
          • CERTIFIED FINANCIAL PLANNER™
          • CA Insurance License # 0H76622
          1155 Elm Street
          Suite 501
          Manchester, NH 03101
          walter.razzaboni@ubs.com
          Walter Razzaboni, CFP
          1155 Elm Street,Manchester,NH,03101
        • Erin Ball

          Erin Ball

          Client Associate

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

          Erin joined UBS in 2019 as a Register Client Service Associate. Prior to joining UBS, she worked at Fidelity Investments assisting 401(k) participants in creating retirement plans. She attended Norwich University where she earned her BA in Psychology and BS in Elementary Education.

          Erin currently resides in Bradford, New Hampshire with her husband, two daughters, and two dogs. She enjoys reading, spending time outdoors, gardening, and traveling.

            • Norwich University, BA Psychology
            • Norwich University, BS Elementary Education
              1155 Elm Street
              Suite 501
              Manchester, NH 03101
              erin.ball@ubs.com
              Erin Ball
              1155 Elm Street,Manchester,NH,03101

            Why does A.I. in space matter?

            Outlook on interest rates

            Tree

            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

            Insights