Financial planning and beyond

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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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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.

  • Donald Tynion Profile Photo

    Donald Tynion

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VT
    • WA
    • WI
    • WV

    Don has over 30 years of experience in the financial services industry.  He prides himself on finding out all he can about his clients so he can create a holistic approach to addressing their financial needs. Don works with individuals, families, and businesses to create customized financial plans and provide valuable advice relating but not limited to financing education, charitable interests, retaining wealth, estate planning strategies, and the sale of a business. Don is dedicated to helping his clients as they transition through all stages of life including the death of a loved one, divorce, retirement, and the complex needs of a parent or child with special needs.

    Education

    Don is a graduate of Saint Michael's College and earned a B.S. in economics.

    Life outside UBS

    Don is active in both his church and community. He serves as a Knight of Columbus 3rd degree, Boy Scout Leader, and former Little League coach. He is also a third-generation member of both the Knights of the Holy Sepulchre of Jerusalem and the Friendly Sons of St. Patrick in NYC. Because of his love of the outdoors, you can oftentimes find Don golfing and fly fishing with his son, and sailing with his daughter. He and his family enjoy skiing and spending time at their cabin in the Northeast Kingdom of Vermont.

    CA License #0K49047

    • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • 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.

    • Saint Michael's College, B.S. in Economics
      38 Eastwood Drive
      Suite 400
      South Burlington, VT 05403
      donald.tynion@ubs.com
      Donald Tynion
      38 Eastwood Drive,South Burlington,VT,05403
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      Tara Barnett

      Client Associate

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              1155 Elm Street
              Suite 501
              Manchester, NH 03101
              tara.barnett@ubs.com
              Tara Barnett
              1155 Elm Street,Manchester,NH,03101
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            24 questions for the '24 US election

            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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