UBS Hires $400 Million Financial Advisor Team in Manchester, NH
UBS Wealth Management USA has announced the addition of Financial Advisor Jared Berault to their Manchester, New Hampshire office. Berault, who manages over $400 million in client assets, brings more than 20 years of experience in the financial services industry. He specializes in comprehensive wealth management, including retirement planning, portfolio construction, and tax minimization.
Joining Berault is Client Associate Fred Kline, who entered the financial services industry in 2020. Patrick Henning, Manchester Market Director at UBS, expressed enthusiasm about the new team, highlighting their experience and potential to add value to clients. Berault's approach focuses on understanding clients' needs and educating them about their investment strategies, aiming to become a lifelong resource for wealth management.
UBS Wealth Management USA ha annunciato l'aggiunta del Consulente Finanziario Jared Berault al loro ufficio di Manchester, nel New Hampshire. Berault, che gestisce oltre 400 milioni di dollari in asset dei clienti, porta con sé oltre 20 anni di esperienza nel settore dei servizi finanziari. La sua specializzazione comprende una gestione patrimoniale completa, che include pianificazione pensionistica, costruzione di portafogli e minimizzazione fiscale.
Insieme a Berault c'è l'Associato Clienti Fred Kline, entrato nel settore dei servizi finanziari nel 2020. Patrick Henning, Direttore del Mercato di Manchester per UBS, ha espresso entusiasmo riguardo al nuovo team, mettendo in evidenza la loro esperienza e il potenziale di aggiungere valore ai clienti. L'approccio di Berault si concentra sulla comprensione delle esigenze dei clienti e sull'educazione riguardo le loro strategie di investimento, con l'obiettivo di diventare una risorsa per la gestione patrimoniale a lungo termine.
UBS Wealth Management USA ha anunciado la incorporación del Asesor Financiero Jared Berault a su oficina de Manchester, New Hampshire. Berault, que gestiona más de 400 millones de dólares en activos de clientes, aporta más de 20 años de experiencia en la industria de servicios financieros. Se especializa en la gestión integral de patrimonio, que incluye planificación de jubilación, construcción de carteras y minimización de impuestos.
Junto a Berault se encuentra el Asociado de Clientes Fred Kline, quien ingresó a la industria de servicios financieros en 2020. Patrick Henning, Director del Mercado de Manchester en UBS, expresó entusiasmo por el nuevo equipo, destacando su experiencia y potencial para agregar valor a los clientes. El enfoque de Berault se centra en comprender las necesidades de los clientes y educarlos sobre sus estrategias de inversión, con el objetivo de convertirse en un recurso de por vida para la gestión patrimonial.
UBS Wealth Management USA는 뉴햄프셔주 맨체스터 사무소에 재정 상담가 제이레드 베롤트를 추가한다고 발표했습니다. 베롤트는 4억 달러 이상의 고객 자산을 관리하며, 재정 서비스 분야에서 20년 이상의 경험을 가지고 있습니다. 그는 은퇴 계획, 포트폴리오 구성 및 세금 최소화를 포함한 포괄적인 자산 관리에 전문화되어 있습니다.
베롤트와 함께 고객 담당자 프레드 클라인이 있으며, 그는 2020년에 재정 서비스 산업에 입문했습니다. UBS의 맨체스터 시장 디렉터인 패트릭 헤닝은 새로운 팀에 대한 열정을 표현하며 그들의 경험과 고객에게 가치를 더할 수 있는 잠재력을 강조했습니다. 베롤트의 접근 방식은 고객의 요구 사항을 이해하고 투자 전략에 대해 교육하는 데 중점을 두며, 자산 관리의 평생 자원이 되는 것을 목표로 하고 있습니다.
UBS Wealth Management USA a annoncé l'ajout du Conseiller Financier Jared Berault à son bureau de Manchester, dans le New Hampshire. Berault, qui gère plus de 400 millions de dollars d'actifs clients, possède plus de 20 ans d'expérience dans le secteur des services financiers. Il est spécialisé dans la gestion de patrimoine complète, y compris la planification de la retraite, la construction de portefeuilles et la minimisation des impôts.
Aux côtés de Berault se trouve l'Associé Client Fred Kline, qui a rejoint le secteur des services financiers en 2020. Patrick Henning, Directeur du Marché de Manchester chez UBS, a exprimé son enthousiasme concernant la nouvelle équipe, mettant en avant leur expérience et leur potentiel à ajouter de la valeur aux clients. L'approche de Berault se concentre sur la compréhension des besoins des clients et sur l'éducation concernant leurs stratégies d'investissement, visant à devenir une ressource à vie pour la gestion de patrimoine.
UBS Wealth Management USA hat die Hinzufügung des Finanzberaters Jared Berault in seinem Büro in Manchester, New Hampshire, angekündigt. Berault, der über 400 Millionen Dollar an Kundenvermögen verwaltet, bringt mehr als 20 Jahre Erfahrung in der Finanzdienstleistungsbranche mit. Er ist auf umfassendes Vermögensmanagement spezialisiert, einschließlich Altersvorsorgeplanung, Portfoliobau und Steueroptimierung.
Zusammen mit Berault ist der Kundenassistent Fred Kline dabei, der 2020 in die Finanzdienstleistungsbranche eingestiegen ist. Patrick Henning, Marktleiter von Manchester bei UBS, äußerte Begeisterung über das neue Team und hob ihre Erfahrung sowie ihr Potenzial hervor, den Kunden einen Mehrwert zu bieten. Beraults Ansatz konzentriert sich darauf, die Bedürfnisse der Kunden zu verstehen und sie über ihre Anlagestrategien aufzuklären, mit dem Ziel, eine lebenslange Ressource für das Vermögensmanagement zu werden.
- Addition of a financial advisor team managing over $400 million in client assets
- Jared Berault brings 20+ years of experience in financial services
- Expansion of UBS's presence and capabilities in the Manchester, NH market
- None.
“For many years, Jared has been serving his clients with a deep level of knowledge and integrity, and I am thrilled to have him and Fred join our
With over 20 years of experience in the financial services industry, Jared Berault guides clients in all areas of wealth management, including retirement and education planning, portfolio construction, liability management, tax minimization, asset preservation and insurance, with a particular focus on helping clients assure lifetime, retirement income streams. He offers clients sophisticated and customized solutions based on their individual risk tolerance, time horizon, liquidity needs and overall investment goals.
Jared strives to provide a high level of service and advice to every client. When helping clients build their financial plans, he focuses on understanding what matters most to them today and in the future. Jared believes in helping to educate clients, so that they can fully understand their investment strategy. His primary goal is to become an essential lifelong resource to those who have trusted him for guidance on accumulating, building, preserving and distributing wealth.
Jared received his bachelor’s degree from Marist College in
Fred Kline is a Registered Client Associate who joined the financial services industry in 2020. He brings a broad range of customer service experience to the team and enjoys getting to know clients while helping them achieve their goals. In his time off, Fred enjoys spending time with friends, traveling and skydiving.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241003141383/en/
Media Contact:
Christina Aquilina
Christina.aquilina@ubs.com
Source: UBS
FAQ
How much in client assets does the new UBS financial advisor team manage?
Who are the members of the new financial advisor team joining UBS in Manchester, NH?
What is Jared Berault's experience in the financial services industry?
What services does Jared Berault offer to UBS clients?
