Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Miller Profile Photo

    Robert Miller

    Director

    Branch Manager

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    • AR
    • FL
    • MA
    • NJ
    • NY
    • OH
    • UT
    • VT

    Brad has worked in financial services since 1982.  He has been successful in several roles, including Financial Advisor, Wholesaler, Practice Management Consultant, and Branch Manager.  This broad experience has helped Brad develop expertise in FA/ Client relationships, financial planning, investment strategies, practice efficiencies, team dynamics, and leadership.  In his role as a UBS Branch Manager, Brad works with FAs to advance focused business initiatives, serving the priorities of our clients.

          38 Eastwood Drive
          Suite 400
          South Burlington, VT 05403
        • Cindy Behan

          Cindy Behan

          Associate Director

          Supervisory Officer

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          • MA
          • NH
          • VT

          Cynthia manages operational risk for the Concord and Manchester branches on a daily basis. She began her career in the financial services industry in 1983 at PaineWebber. Cynthia reviews and acts on daily trade and risk reports. She also addresses all compliance and legal inquiries, as well as reviews and approves all branch correspondence. A Concord native, Cynthia resides in Canterbury with her husband, Mark. Her interests outside of the office include gardening, cooking, bird watching and dogs.

                1155 Elm Street
                Suite 501
                Manchester, NH 03101
              • Andrea Kelley

                Andrea Kelley

                Associate Director

                Branch Operations Manager

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                • ME
                • NC
                • NH
                • NJ
                • NY
                • TX
                • VA
                • VT

                Andrea manages the administrative teams for the Manchester UBS office. She has over 16 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds the FINRA Series 7, 9, 10, 63, and 66 licenses.

                      38 Eastwood Drive
                      Suite 400
                      South Burlington, VT 05403

                    US banking sector update: Where we are now

                    Retirement planning

                    Retirement planning

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                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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                    UBS is a world-leading wealth manager

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