Manage transition. Pursue what matters.

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Two women 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.

  • Jessica Anderson Profile Photo

    Jessica Anderson, CPWA, CFP, CIMA

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Everyone told Jessica she should be in financial services to use her mathematical skills. When she finally decided that it was time to take everyone's advice and try her hand in the financial world, she realized that she needed in-depth knowledge to really help clients make the best decisions. She immediately started studying for the CERTIFIED FINANCIAL PLANNERTM certification.  Working with clients and helping them with the transitions in life has been an amazing and gratifying experience.

    Today, with nearly 30 years of experience in financial services, Jessica still finds it rewarding to witness her clients living the life they've always imagined, and she knows that working with her team has made a difference. In fact, that's why she joined UBS in 2009—the firm shares her client-centric philosophy. 

     Professional Certifications and education

    • Certified Investment Management Analyst® (CIMA®)  
    • CERTIFIED FINANCIAL PLANNERTM 
    • Certified Private Wealth Advisor® (CPWA®)
    • Series 3, 7, 63 and 65 securities licenses
    • B.A./B.S., English and mathematics

    Life outside UBS  

    While Jessica was previously president of both the Rutland Regional Medical Center and Chaffee Art Center, the role she most enjoys outside of UBS is that of proud mom. She loves seeing her children grow into contributing adults and teaching their children the same community values. They celebrate all holidays and include family and friends with enthusiasm.

     

    California Insurance No.
    0C68717

    • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Castleton State College, B.S. Physical Education and Health
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Investment Management Analyst®
    Financial planning
    Legacy planning
    Retirement planning
    Estate planning strategies
    Business succession
    Investing
    Custom portfolios
    Asset allocation
    40 Congress Street
    Portsmouth, NH 03801
    jessica.anderson@ubs.com,robert.jurta@ubs.com,margo.jones@ubs.com,emilie.checrallah@ubs.com,john.c.hamilton@ubs.com,david.pince@ubs.com
    Jessica Anderson, CPWA, CFP, CIMA
    40 Congress Street,Portsmouth,NH,03801
  • Bob Jurta

    Robert Jurta

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Bob joined UBS in 2006 and has over 13 years of experience in the financial services industry. He makes use of the Firm’s advisory services to help their team's
    clients address their financial goals giving particular focus
    to professionally managed investment accounts, business
    retirement plans, and annuities. He understands the
    financial and emotional implications of wealth
    management, and designs plans that encompass both.
    Bob is a 2003 graduate of Boston College.

    Professional achievements and education

    • Series 7 and 66 securities licenses
    • B.A., Boston College

    Life outside UBS

    He is a boating enthusiast in the summer and an equally dedicated snowmobiler in the
    winter. He and his partner Rose live in Portsmouth, New Hampshire, with their cat. They enjoy international travel and visit friends and family in Europe regularly.

      • Boston College, B.A.
        Investing
        Custom portfolios
        Asset allocation
        Alternative investments
        Structured products
        Business owners
        Entrepreneurs
        Professionals
        1155 Elm Street
        Suite 501
        Manchester, NH 03101
        robert.jurta@ubs.com
        Robert Jurta
        1155 Elm Street,Manchester,NH,03101
      • John Hamilton

        John Hamilton

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        John has been a financial advisor for 38 years.  Prior to joining UBS, his career began with EF Hutton in 1984 and travelled the Wall street merger path including years with the firms of Shearson Lehman Hutton and Salomon Smith Barney before joining UBS in 2009.  John offers extensive wealth management experience including personalized financial planning, comprehensive asset allocation strategies and retirement transition planning.  He loves working with multi-generational families and has experience with estate and trust planning strategies and advanced planning techniques.

         

        Professional achievements and education

         

        Series 3,7,9,10,63 and 65 licenses

        Life, Annuity, and Long Term Care Insurance licenses

        Former Branch Manager   

        B.A. Middlebury College

         

        Life Outside UBS

         

        John lives in Rutland, VT with his wife, Pamela and has three adult children: Stephen, Sarah and Meghan.  John enjoys all sports and outdoor activities, including golf and his true passion,  ice hockey. He maintains a Level 5, masters level, coaching certification with USA Hockey and coached youth hockey and select teams for over 20 years.  He is a former Vermont State Amateur Hockey Board member where he served as a state representative for 7 years.

        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Middlebury College, B.A.
          Financial planning
          Legacy planning
          Retirement planning
          Estate planning strategies
          Investing
          Custom portfolios
          Asset allocation
          Cash management
          67 Merchants Row
          Suite 102
          Rutland, VT 05701
          john.c.hamilton@ubs.com
          John Hamilton
          67 Merchants Row,Rutland,VT,05701
        • David Pince

          David Pince

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI

          David brings a wide range of experience to his role with his team at UBS. David is a 30-year veteran of the
          financial advisory business, having started his career in 1986
          with the former E.F. Hutton Company in their Paris office.
          In 1988, he moved to Manchester, New Hampshire, when
          Hutton merged with Shearson Lehman Brothers and, later,
          Smith Barney. David continued with Smith Barney until 2008,
          rising to First Vice-President and Wealth Management Advisor,
          until joining UBS in Concord.

          Professional achievements and education

          • Series 7 and 66 securities licenses
          • B.A., Northwestern University and the Thunderbird School of Global Management.

          Life outside UBS

          He and his wife, Margaret, reside in Naples, Florida, with their family.
          He enjoys family, reading and travel.

            • Northwestern University and the Thunderbird School of Global Management., B.A.
              Retirement planning
              Investing
              Multi-generational families
              Business owners
              Entrepreneurs
              Professionals
              Corporate executives
              Banking
              10 Park Street
              Concord, NH 03301
              david.pince@ubs.com
              David Pince
              10 Park Street,Concord,NH,03301
            • Margo Jones Profile Photo

              Margo Jones, CFP

              Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • ID
              • IL
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI

              Margo left her managerial position at the Discovery Channel to join Jessica Anderson at UBS in 2008, completely inspired by the level of caring and concern her teammate demonstrated with clients, especially in the midst of the market mayhem. The youngest of five children, Margo believes that she has always been a "connector." As a CERTIFIED FINANCIAL PLANNERTM professional, Margo enjoys connecting the wide array of resources available at UBS to help achieve client goals.  She strives to help her clients through the many changes life hands us whether it is the sale of a business, the loss of a loved one, a divorce or retirement, Margo and her team work hard to customize a solution that clients can find comfort in. 

              Professional achievements and education

              • CERTIFIED FINANCIAL PLANNERTM 
              • Series 7 and 66 securities licenses 
              • M.A., liberal studies, Georgetown University
              • B.A., Connecticut College

               Life outside UBS

              Margo is very active in her Vermont community. She is a former board member of the Rutland County Boys and Girls Club and Vermont Folk Life Center, and is currently a member of Rutland Regional Medical Center Board of Directors. She grew up on the Navajo reservation in northern Arizona and spent every summer swimming, sailing and boating with her extended family on Green Lake in Wisconsin. She has a diverse geographic footprint, moving from Washington DC to Vermont over a decade ago. She and her husband, Jeffrey, enjoy skiing, board games and the outdoors with their 3 wonderful children: Henry, Lucie and Finn (and their dog, Pickles).

               

              CA Insurance License number OK60503

                • Connecticut College, B.A.
                • Georgetown University, M.A. Liberal Studies
                • CERTIFIED FINANCIAL PLANNER®
                Financial planning
                Education planning
                Legacy planning
                Long-term care planning
                Retirement planning
                Estate planning strategies
                Cash management
                Multi-generational families
                67 Merchants Row
                Suite 102
                Rutland, VT 05701
                margo.jones@ubs.com
                Margo Jones, CFP
                67 Merchants Row,Rutland,VT,05701
              • Emilie Checrallah

                Emilie Checrallah

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • ID
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • VA
                • VT
                • WA
                • WI

                Emilie is driven by helping clients take care of the people who are most important to them, through holistic advice. When it comes to finances, it’s easy to get overwhelmed. Emilie helps people organize the big picture of their wealth through day-to-day attention to detail. She forges personal relationships with clients by talking with them about their personal and professional goals, needs, wants and wishes. Then a fully integrated financial plan is created for managing wealth comprehensively.

                Prior to joining UBS in 2011, she worked in the marketing industry for 3 years. She routinely builds, monitors and reevaluates clients’ financial plans, as they drive accuracy of investment allocation and are always a work in progress-- as life events occur, risk tolerance changes and goals, needs and wants shift. 

                Professional achievements and education

                • Series 7 and 66 securities licenses
                • M.B.A., Business Administration, Endicott College
                • B.A., Suffolk University

                Life outside of UBS

                She resides in the Seacoast region of New Hampshire with her husband, David, their children: Blake, Haylie, and Jack and their pack of rescue dogs. Emilie follows New England sports, enjoys boating, and 'all things water sports', and strives for marginal mediocrity in both skiing and golf.

                 

                  • Endicott College Van Loan School of Professional Studies , MBA
                  • Suffolk University , B.A.
                    Cash management
                    Securities-backed lending
                    Financial planning
                    Education planning
                    Retirement planning
                    Multi-generational families
                    Women investors
                    Professionals
                    40 Congress Street
                    Portsmouth, NH 03801
                    emilie.checrallah@ubs.com
                    Emilie Checrallah
                    40 Congress Street,Portsmouth,NH,03801
                  • Alicia Munukka Profile Photo

                    Alicia Munukka

                    Senior Client Associate

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                    • CA
                    • FL
                    • MA
                    • ME
                    • NH
                    • NY
                    • VT

                    Alicia is a Registered Client Associate who has earned her Series 7 & 66  securities licenses. She has been in the industry for 20 years providing customer service for clients. When she started in 1998 at Smith Barney she was involved in the Operations dept. of the industry and transitioned to the service side. She strives to provide excellent customer service and creating a true connection with clients. She is a tenacious problem solver with a " can do" attitude.  She is a 1991 graduate of Castleton State College with a BS in Physical Education and Health. Alicia enjoys camping, physical fitness, and spending time with her husband and two sons.

                      • Castleton State College, B.S. Physical Education and Health
                        67 Merchants Row
                        Suite 102
                        Rutland, VT 05701
                        alicia.munukka@ubs.com
                        Alicia Munukka
                        67 Merchants Row,Rutland,VT,05701
                      • Pam Brileya

                        Pamela Brileya

                        Wealth Management Associate

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                        • CA
                        • CO
                        • CT
                        • FL
                        • GA
                        • MA
                        • MI
                        • MO
                        • NC
                        • NH
                        • NY
                        • OR
                        • UT
                        • VT

                        Pam graduated from The College of St Joseph with a B.S. in finance. She began working with John Hamilton in the financial services industry over 20 years ago at Salomon Smith Barney. Since that time she earned her Series 7 and 66 securities licenses and strives to provide the highest quality customer service to our clients.

                          • College of St. Joseph , B.S. Finance
                            67 Merchants Row
                            Suite 102
                            Rutland, VT 05701
                            pamela.brileya@ubs.com
                            Pamela Brileya
                            67 Merchants Row,Rutland,VT,05701
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                            Wanda Madden, FPQP

                            Client Associate

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                                    One Merchants Plaza
                                    Third Floor
                                    Bangor, ME 04401
                                    wanda.madden@ubs.com
                                    Wanda Madden, FPQP
                                    One Merchants Plaza,Bangor,ME,04401

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                                  Wealth transfer across generations

                                  Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

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                                  When times are changing, we go the extra mile

                                  We believe what sets our team apart from so many others is the personal connection we often make with our clients when they need it most. Because we are truly passionate about helping make our clients’ lives better, we go the extra mile to help you make the tough decisions during these periods of major life change.

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                                  We believe that planning is the foundation of every successful client relationship—particularly during life’s transition.

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