UBS is bolstering its presence in the Northeast as it welcomes an elite advisor from Merrill into its ranks.
On Friday, UBS Wealth Management USA announced it had recruited Jared Breault, who manages over $400 million in client assets. He joins the firm in Manchester, New Hampshire along with registered client associate Fred Kline, who entered the industry in 2020.
Patrick Henning, the Manchester market director for UBS Wealth Management, expressed enthusiasm about the new additions.
“For many years, Jared has been serving his clients with a deep level of knowledge and integrity,” Henning said in a statement. “Together they bring a wealth of experience, passion, and fresh perspectives that I believe will be additive to our team and the value we bring to clients."
Breault has 25 years of experience in the financial services industry, including tenures at Merrill Lynch and Citigroup, according to his BrokerCheck profile.
He offers a range of wealth management services, including retirement income and education planning, portfolio construction, insurance and tax minimization strategies. He emphasizes a client-centered approach, aiming to provide customized solutions that consider clients' unique risk tolerance, time horizons, and overall financial objectives.
A strong advocate for financial education, Breault works closely with clients to help them understand their investment strategies. He aims to become a lifelong resource for those seeking guidance on wealth accumulation, preservation, and distribution.
“I strive to be a trusted advisor who helps clients build and protect their financial future,” Breault said.
Last month, UBS made another addition in the Eastern US as it welcomed the $650 million Wingman Capital Group from Morgan Stanley to its Bethesda, Maryland office.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
