MANCHESTER, N.H., September 07, 2023–(BUSINESS WIRE)–UBS Wealth Administration USA right this moment introduced that Monetary Advisors Heather Phillips and Ted Hardenbergh, of Phillips Hardenbergh Associates, have joined the agency. Mixed, Heather and Ted have over 45 years of expertise working in monetary companies and are liable for managing greater than $700 million in consumer belongings.
Heather and Ted be a part of UBS’s Northern New England Market, managed by Jad Dieterle, Patrick Henning and Jeff Houdlette, and will probably be situated within the Manchester, New Hampshire workplace.
“We’re thrilled to welcome Heather, Ted and their complete workforce to the agency,” stated Jad Dieterle, Market Director for Northern New England at UBS Wealth Administration USA. “Their mixed abilities, expertise and experience have for many years delivered the very best ranges of consumer service, and we sit up for serving to them develop at UBS.”
“Heather and Ted are expert in navigating complicated household dynamics, enabling them to offer purchasers with complete recommendation and steerage relating to generational household wealth administration,” stated Patrick Henning, Affiliate Market Government at UBS Wealth Administration USA. “Their business expertise and dedication to purchasers will probably be extremely beneficial as we proceed to concentrate on being the agency of selection for the business’s most efficient advisors.”
Heather started her profession within the monetary companies business in 1997. Previous to becoming a member of UBS, she served as a Wealth Administration Advisor at Merrill Lynch Wealth Administration since 2006. Her major focus has been serving to households and people design and implement planning and funding methods tailor-made to their distinctive circumstances.
Ted started his monetary companies profession in 2003 when he joined Merrill Lynch’s Manchester workplace. His 20 years within the business have been centered on serving to clear up complicated consumer planning wants, funding analytics, and serving to purchasers dwell their finest, most significant lives.
Heather and Ted are additionally joined by workforce members Allison Riotto, Krissy Schaffer, Sue Moore and Meg Gould.
Notes to Editors
About UBS
UBS convenes the worldwide ecosystem for investing, the place folks and concepts are related and alternatives dropped at life, and offers monetary recommendation and options to rich, institutional and company purchasers worldwide, in addition to to non-public purchasers in Switzerland. UBS presents funding options, merchandise and impactful thought management, is the main international wealth supervisor, offers large-scale and diversified asset administration, centered funding banking capabilities, and private and company banking companies in Switzerland. The agency focuses on companies which have a powerful aggressive place of their goal markets, are capital environment friendly and have a horny long-term structural development or profitability outlook.
UBS is current in all main monetary facilities worldwide. It has workplaces in additional than 50 areas and places, with about 30% of its workers working within the Americas, 29% in Switzerland, 20% in the remainder of Europe, the Center East and Africa and 21% in Asia Pacific. UBS Group AG employs greater than 72,000 folks world wide. Its shares are listed on the SIX Swiss Alternate and the New York Inventory Alternate (NYSE).
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