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FUNDRAISING NEWS | October 08, 2024

UBS Adds $400M FA in New Hampshire

Tags: Personnel, Financial Advisor Move

UBS Wealth Management USA has recruited an advisor from Manchester, NH, with over $400M in managed client assets, per a press release published October 4. 

Jared Breault joins UBS from Merrill Lynch where he worked for 15 years, mostly recently as senior vice president and senior financial advisor. Breault brings over 25 years of experience in the industry, which includes a decade-long tenure at Citigroup from 1998, according to BrokerCheck. He is accompanied by client associate Fred Kline. 

View the press release here: https://www.businesswire.com/news/home/20241003141383/en/UBS-Hires-400-Million-Financial-Advisor-Team-in-Manchester-NH 

Written By: Dakota

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