Samuel Groom is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 designations. Groom serves on the boards of the Vermont Achievement Center and Habitat for Humanity of Rutland County, both charitable organizations focused on community support and development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Margaret Jones is a financial advisor with UBS Financial Services in Rutland, VT, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Secretary on the board of the Rutland Regional Medical Center, beginning in 2024. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor plans to clients’ goals and risk tolerances.

Jessica Anderson is a CFP® with 39 years of experience in the financial services industry and has been with UBS Financial Services Inc. since 2013. She serves on the board of directors for the Housing Trust of Rutland County, a local housing authority focusing on affordable housing. Additionally, she is a partner in Anderson LLC, a vacation rental business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services through a network of financial advisors.

Caitlin Perry is a financial advisor at UBS Financial Services with 17 years of industry experience. She previously worked at Edward Jones for 11 years before joining UBS in 2021. Perry serves on the board of StartUp Rutland, supporting tech innovation and entrepreneurship in her community, and is the Treasurer for the Visiting Nurses Association & Hospice of the Southwest Region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Peter Kelley is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves as president and board member of a family-owned cranberry growing operation in Brewster, Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Pamela Brileya is a financial advisor with UBS Financial Services in Rutland, VT, holding a Series 66 designation and with 26 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is actively involved with Jafra. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research.

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.