Insight for every stage of your business

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If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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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.

  • Sally C. Vail Photo

    Sally C. Vail

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • RI
    • TX
    • WA
    • WY

    Sally has 38 years of investment experience, successfully navigating her clients through volatile markets and understanding each client's needs. She has an unwavering commitment to excellence and sets the standard as the senior member of the Vail Group to encourage her team to continue to improve their skills, stay ahead of trends and deliver superior service to every client. The breadth of her training spans her career and includes instruction from coaches, the completion of several certification programs administered by external organizations and attendance of ongoing educational seminars.

        • Wealth Advisor
        One Post Office Square
        35th floor
        Boston, MA 02109
        sally.vail@ubs.com
        Sally C. Vail
        One Post Office Square,Boston,MA,02109
      • Brian P. Lynch Photo

        Brian P. Lynch, CEPA, CFP

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MT
        • NH
        • NJ
        • NV
        • NY
        • OH
        • RI
        • TX
        • VA
        • WY

        Brian has his CERTIFIED FINANCIAL PLANNER™ designation as well as his Certified Exit Planning Advisor designation. He collaborates with tax and estate attorneys as well as CPAs to provide a multitude of services to clients. One of these is developing and implementing sophisticated holistic wealth planning strategies for the families of entrepreneurs, executives, and founders in the phase of upcoming liquidity events. Throughout this process, he consults with clients on philanthropic strategies to implement in a year when an exit via M&A transaction, IPO, or other liquidity event occurs.


        Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

            • Certified Exit Planning Advisor
            • CERTIFIED FINANCIAL PLANNER®
            One Post Office Square
            35th floor
            Boston, MA 02109
            brian.p.lynch@ubs.com
            Brian P. Lynch, CEPA, CFP
            One Post Office Square,Boston,MA,02109
          • Eva Amaral Photo

            Eva Amaral

            Senior Client Associate

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            • CA
            • CT
            • FL
            • IL
            • IN
            • MA
            • MI
            • NH
            • NV
            • NY
            • RI
            • TX
            • VT

            Eva’s extensive technological and operational experience makes her invaluable to the success of the team. Eva is in charge of maintaining the quality service that The Vail Group consistently provides to its clients. Eva has 30 years of industry experience, 28 of which has been with The Vail Group, as well as the Series 7, 63, and 65 Licenses.

                  One Post Office Square
                  35th floor
                  Boston, MA 02109
                  eva.amaral@ubs.com
                  Eva Amaral
                  One Post Office Square,Boston,MA,02109

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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