Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • John Hamilton Profile Photo

    John Hamilton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • DC
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    John has been in the financial services industry for over 25 years. Prior to joining UBS, his career began with EF Hutton in 1984 and travelled the path of Wall Street including the firms of Shearson Lehman Hutton and Salomon Smith Barney. John received a B.A. from Middlebury College in Vermont. John offers extensive wealth management experience including estate planning, comprehensive asset allocation strategies and he specializes in retirement transition planning. He was recently appointed Branch Manager of the branch office in Rutland, Vermont which includes 10 experienced advisors.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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 in Vermont, B.A.
      67 Merchants Row
      Suite 102
      Rutland, VT 05701
    • Pamela Brileya Profile Photo

      Pamela Brileya

      Wealth Management Associate

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      • CA
      • CO
      • CT
      • FL
      • GA
      • MA
      • MI
      • MO
      • NC
      • NH
      • NY
      • OR
      • VT
      Pam graduated from The College of St Joseph with a B.S. in finance. She joined John and Ken 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 provides the highest quality customer service to our clients.

        • College of St Joseph, B.S. in Finance
          67 Merchants Row
          Suite 102
          Rutland, VT 05701

        The Year Ahead - Sustainable Investing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

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        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

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