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.

  • Patrick Henning Profile Photo

    Patrick Henning

    Director

    Assistant Market Head

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    • MA
    • ME
    • NH
    • VT

    For over 20 years Patrick has been helping Financial Advisors grow their practices.  Today he is leading the UBS businesses in New Hampshire, where he serves as partner and coach to Financial Advisors to help them provide world class solutions to clients through a comprehensive wealth management approach.

    Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services.  After serving in various sales and service roles at Scudder, he relocated to New England in 2005 and spent 4 years at Smith Barney as Manager of Operations.

    Patrick joined the UBS team in 2009 and ran the Operations group for the Northern New England Complex, supporting the UBS offices in Maine, New Hampshire and Vermont.  In 2013 he was promoted to Complex Administrative Manager, where he led the supervision and support teams.  Patrick's group focused on providing the highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.

    Patrick is a graduate of Columbia College Chicago with a degree in Management.  He currently holds the FINRA Series 7, 9, 10, 66 and 24 licenses.  When not working, Patrick and his wife Meredith can be found with their family and friends on ski slopes or at the lake.

      • Columbia College Chicago, Management
        1155 Elm Street
        Suite 501
        Manchester, NH 03101
      • Cindy Behan Profile Photo

        Cynthia Ann "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 Concord, NH 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 FINRA license Series 7, 9, 10, 63, 66

                    38 Eastwood Drive
                    Suite 400
                    South Burlington, VT 05403

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                  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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