UBS Wealth Management Hires $400M Advisor Team
UBS Wealth Management has added Jared Berault as a financial advisor in Manchester, New Hampshire. Berault is responsible for managing more than $400 million in client assets. He is joined by Client Associate Fred Kline.
“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 Manchester office,” said Patrick Henning, Manchester market director at UBS Wealth Management USA. “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. I look forward to helping them continue to grow at UBS.”
With over 20 years of experience in the financial services industry, Berault works with 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.
Berault received his bachelor’s degree from Marist College in Poughkeepsie, New York.
Kline is a registered client associate who joined the financial services industry in 2020.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.