Financial planning and beyond

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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Peter Kelley

Senior Vice President–Wealth Management

Peter's lifetime fascination with the markets was inspired by the generations that preceded him. His grandfather was as stockbroker for his entire career and his stepfather was a partner in a wall street firm, F.I. DuPont, which was bought by E.F Hutton. Peter began investing in his early high school years and began his career in financial services at E.F. Hutton. He joined UBS in 2009 and have over 30 years of experience in the financial services industry.

In addition to his experience, Peter's willingness to get to know his clients, help them identify their goals, discuss the risks and rewards inherent in the markets and to create an investment program to help them achieve their goals sets him apart from other advisors. His clients are primarily affluent individuals and small business owners.

Peter is an avid, lifelong hang glider. He has been actively involved in coaching children's ice hockey for 15 years and has run a men's league for 20 years. He is also an active bicyclist, tennis player, golfer and hiker. Peter is a member of the board of a small cranberry growing company which is a member of the Ocean Spray Cranberry cooperative. He and his wife, Amy have a son, Alex who is an avid snowboarder and a daughter, Liza, who plays ice hockey for Utica College. Peter earned a B.A. in Spanish with minors in economics and English Literature from the University of Vermont in Burlington.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.A. in Spanish with Minors in Economics and English Literature, University of Vermont in Burlington
67 Merchants Row
Suite 102
Rutland, VT 05701
  • (802) 772-3280

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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.

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As of 11/07/2023

51 countries

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