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Alicia Ann Munukka

Advisor at UBS Financial Services — Rutland, VT Merchants Row

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Rutland, VT 05701

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,326

Across 991 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

Alicia Munukka is a financial advisor with UBS Financial Services in Rutland, VT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2013. Outside her advisory role, she serves as secretary and treasurer of Munukka Foundations, a concrete foundation company owned by her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocation to tailor investment strategies aligned with clients’ goals and risk tolerances.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Rutland, VT Merchants Row

67 Merchants Row, Suite 102

Rutland VT 05701

Advisors at this office

7

Most active in

Vermont

Work history

25 years of industry experience

Ubs Financial Services Inc

2013 - Present • 13 years

Rutland, VT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Tax-loss harvesting
user avatar

Steven M

Series 66

Rutland, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Divorce financial planning Annuities General retirement planning
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Dominic S

Series 66

Rutland, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Divorce financial planning Annuities General retirement planning
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Richard G

Series 63, Series 65

Killington, VT

Woodstock Wealth Management, Inc.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

Founder/Business Owner
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Jesse B

CFP®, Series 66

Stockbridge, VT

Flagship Harbor Advisors, LLC

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Business sale tax planning Founder/Business Owner Executive
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Collin F

Series 66

Rutland, VT

International Assets Investment Management, LLC

Collin Fingon is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Cetera Advisors LLC, Bright Futures Wealth Management, and Global Assets Advisory LLC. Outside of finance, he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the boards of the Lake Bomoseen Preservation Trust and the Rutland Town School Board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and offers portfolio management, financial planning, and access to third-party money managers.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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