Stowe, VT Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

2

Of 9,303 advisors across 994 offices

Location

Stowe VT

Advisors at this office

2

Advisors at this office

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Jared H

Series 63, Series 66

Stowe, VT

UBS Financial Services

Jared Hendler is a financial advisor with UBS Financial Services in Stowe, VT, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is a managing member and partner of AVEMAX LLC, an entity that owns one airplane. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Mary S

Series 63, Series 66

Stowe, VT

UBS Financial Services

Mary Stiles is a financial advisor with UBS Financial Services in Stowe, Vermont, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with UBS since 2016. Outside of her advisory role, she volunteers on the finance committee for St. Johns in the Mountains, an Episcopal church, where she reviews financial statements and assists with fundraising coordination. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory solutions, utilizing proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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