UBS Expands Wealth Management Team with Experienced Advisors

UBS Welcomes New Financial Advisors to Enhance Client Services

UBS Wealth Management USA has made significant strides by incorporating seasoned Financial Advisor Jared Berault into their team in Manchester. With a robust management portfolio exceeding $400 million in client assets, Jared's addition represents a strategic move for the firm.

New Team Dynamics at UBS

Jared is not alone in this transition; he is joined by Client Associate Fred Kline, who brings a fresh perspective and team spirit. Patrick Henning, the Manchester Market Director at UBS, expressed his enthusiasm, stating that the duo's wealth of experience and commitment to clients will be pivotal in enhancing the office's performance.

“Jared has a commendable dedication to providing his clients with integrity and expertise,” Henning remarked. “Their arrival is expected to boost our team's ability to deliver exceptional value to our clients.”

Experience and Commitment to Clients

Jared Berault comes armed with over two decades of experience in the financial services sector. His areas of expertise encompass various aspects of wealth management, such as retirement planning, portfolio construction, liability management, tax optimization, and maintaining income streams for clients throughout their retirement years.

Tailored Wealth Strategies

Over the years, Jared has developed a reputation for offering bespoke and sophisticated solutions that align with his clients’ unique risk tolerances, investment goals, and liquidity requirements. His commitment to providing a high level of service and personalized guidance sets him apart in a competitive industry.

Jared prioritizes understanding his clients' immediate and future needs, aiming to educate them on investment strategies, ensuring they feel empowered throughout their financial journey. His long-term ambition is to serve as a trusted advisor, guiding clients in accumulating, preserving, and eventually distributing their wealth.

Fred Kline: A Key Support Role

Joining Jared in this endeavor is Fred Kline, a Registered Client Associate who started his career in the financial sector in 2020. Fred's diverse customer service background enhances the team dynamic, as he genuinely enjoys engaging with clients to understand and support their financial ambitions.

Personal Touch Beyond the Office

In his personal time, Fred enjoys forging connections through travel and adventure, including exciting pursuits like skydiving. This personal touch can resonate well with clients who appreciate relatability and shared interests.

About UBS

UBS stands as a prominent and globally recognized wealth management firm and is noted as Switzerland's leading universal bank. Following the acquisition of Credit Suisse, UBS currently manages an impressive $5.7 trillion in invested assets. The firm prides itself on helping clients reach their financial aspirations through tailored advice, diverse solutions, and innovative products.

Headquartered in Zurich, UBS operates in over 50 countries, showcasing its ability to adapt to various market conditions and client needs. Its shares are traded on both the SIX Swiss Exchange and the New York Stock Exchange.

Frequently Asked Questions

What is UBS Wealth Management USA known for?

UBS Wealth Management USA is recognized for providing personalized financial advice, wealth management solutions, and investment banking services to clients globally.

Who is Jared Berault?

Jared Berault is a Financial Advisor at UBS with over 20 years of experience in wealth management, managing over $400 million in client assets.

What services does Jared Berault provide?

He specializes in areas such as retirement planning, tax minimization, portfolio management, and personalized investment strategies.

What role does Fred Kline play at UBS?

Fred Kline serves as a Registered Client Associate, enhancing client relationships and supporting the financial advisory team with his customer service experience.

How does UBS support its clients?

UBS supports its clients through customized financial solutions, ongoing advice, and strategies aimed at achieving their financial goals effectively.

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