$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Adam is the second generation of The Ruedig Group. He began with UBS in 2009 after a career as an architect in New York, Philadelphia and Boston. Adam holds a Bachelor's degree in physics from Dartmouth College, a Master of Architecture degree from Yale University and the Chartered Retirement Plans Specialist (CRPS) designation.
Adam serves on the board of New Hampshire Public Radio where he is chair of the Investment Subcommittee. He is also President of the Portsmouth Housing Authority LTD Board and serves on the board of Reaching Higher New Hampshire. He has served on the boards of 3S Artspace and Red River Theater and coached numerous youth sports teams. Adam lives in Portsmouth with his wife Reagan and their sons Charlie and Tom. They enjoy skiing, mountain biking, playing music, hiking and restoring their historic home (sometimes).
Tiffany has worked in the financial services industry since 2010. She holds a Bachelor's degree in marketing with a minor in finance from Southern New Hampshire University. She is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the designation of Certified Divorce Financial Analyst® (CDFA®).
Tiffany previously served on the Concord YMCA Board and lives in Concord, New Hampshire with her two daughters, Amelia and Olivia. She enjoys running, skiing, hiking and travel.
Dave has worked at UBS and its predecessor firm, PaineWebber, as a Financial Advisor in Concord since 1981. He has completed advanced training in complex investment and financial planning to receive the Wealth Advisor designation. David holds a Bachelor's degree in history with honors from Dartmouth College and a Master of Arts from McGill University.
Among his many community activities, he has been chair of the Concord School Board, the New Hampshire State Board of Education, and Concord Hospital. Currently he chairs the board of The New Hampshire Historical Society. He lives in Concord with his wife, Mary, and has two adult children and four grandchildren. Dave likes to spend time with his family, read, play golf, fish and ski.
Katie joined UBS in 2018. She holds a Bachelor's degree from the University of Massachusetts at Amherst where she studied organizational behavior and international business. She earned her Master of Business Administration at Southern New Hampshire University. Prior to joining UBS, she worked at Fidelity Investments where she serviced High Net Worth clients.
Katie is from Gloucester, Massachusetts. She currently lives in Rochester with her two dogs, Benji and Marcie. Katie enjoys reading, hiking, strategy games, playing ice hockey year-round.
Vicki is a Wealth Management Associate and has been with UBS since 2008. She is one of our client service contacts and is responsible for relationship management, account administration and operational functions.
Vicki attended Eastern Connecticut State University and graduated with a B.A. in Psychology with a Minor in Management. Vicki holds the Series 7, 66 and 9 securities licenses as well as Life and Health Licenses and has over 20 years of industry experience.
Vicki lives in Vernon with her two children. She enjoys gardening and spending time at the beach.
Stephanie joined UBS in 2023. She holds a Bachelor’s degree from Plymouth State University where she studied Business Administration. Prior to joining the team, she worked for the State of New Hampshire, Department of Health and Human Services. During her time with the State, she worked as a human resources specialist supporting the workforce as well as in client services serving the NH community.
Stephanie grew up in Pembroke, New Hampshire and currently resides in Northfield with her family and two dogs, Hatchett and Chloe. She enjoys watching her son, Logan, play baseball, soccer and flag football as well as being outdoors hiking, camping and kayaking with family and friends.
Adam is the second generation of The Ruedig Group. He began with UBS in 2009 after a career as an architect in New York, Philadelphia and Boston. Adam holds a Bachelor's degree in physics from Dartmouth College, a Master of Architecture degree from Yale University and the Chartered Retirement Plans Specialist (CRPS) designation.
Adam serves on the board of New Hampshire Public Radio where he is chair of the Investment Subcommittee. He is also President of the Portsmouth Housing Authority LTD Board and serves on the board of Reaching Higher New Hampshire. He has served on the boards of 3S Artspace and Red River Theater and coached numerous youth sports teams. Adam lives in Portsmouth with his wife Reagan and their sons Charlie and Tom. They enjoy skiing, mountain biking, playing music, hiking and restoring their historic home (sometimes).
Tiffany has worked in the financial services industry since 2010. She holds a Bachelor's degree in marketing with a minor in finance from Southern New Hampshire University. She is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the designation of Certified Divorce Financial Analyst® (CDFA®).
Tiffany previously served on the Concord YMCA Board and lives in Concord, New Hampshire with her two daughters, Amelia and Olivia. She enjoys running, skiing, hiking and travel.
Dave has worked at UBS and its predecessor firm, PaineWebber, as a Financial Advisor in Concord since 1981. He has completed advanced training in complex investment and financial planning to receive the Wealth Advisor designation. David holds a Bachelor's degree in history with honors from Dartmouth College and a Master of Arts from McGill University.
Among his many community activities, he has been chair of the Concord School Board, the New Hampshire State Board of Education, and Concord Hospital. Currently he chairs the board of The New Hampshire Historical Society. He lives in Concord with his wife, Mary, and has two adult children and four grandchildren. Dave likes to spend time with his family, read, play golf, fish and ski.
Katie joined UBS in 2018. She holds a Bachelor's degree from the University of Massachusetts at Amherst where she studied organizational behavior and international business. She earned her Master of Business Administration at Southern New Hampshire University. Prior to joining UBS, she worked at Fidelity Investments where she serviced High Net Worth clients.
Katie is from Gloucester, Massachusetts. She currently lives in Rochester with her two dogs, Benji and Marcie. Katie enjoys reading, hiking, strategy games, playing ice hockey year-round.
Vicki is a Wealth Management Associate and has been with UBS since 2008. She is one of our client service contacts and is responsible for relationship management, account administration and operational functions.
Vicki attended Eastern Connecticut State University and graduated with a B.A. in Psychology with a Minor in Management. Vicki holds the Series 7, 66 and 9 securities licenses as well as Life and Health Licenses and has over 20 years of industry experience.
Vicki lives in Vernon with her two children. She enjoys gardening and spending time at the beach.
Stephanie joined UBS in 2023. She holds a Bachelor’s degree from Plymouth State University where she studied Business Administration. Prior to joining the team, she worked for the State of New Hampshire, Department of Health and Human Services. During her time with the State, she worked as a human resources specialist supporting the workforce as well as in client services serving the NH community.
Stephanie grew up in Pembroke, New Hampshire and currently resides in Northfield with her family and two dogs, Hatchett and Chloe. She enjoys watching her son, Logan, play baseball, soccer and flag football as well as being outdoors hiking, camping and kayaking with family and friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.
07 November 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
$600MM
Assets under management
40
Years in business as a team
3
Advisors on the team