Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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

    Patrick Henning

    Director

    Associate Market Executive

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    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.

          1155 Elm Street
          Suite 501
          Manchester, NH 03101
          patrick.henning@ubs.com
          Patrick Henning
          1155 Elm Street,Manchester,NH,03101
        • jeff

          Jeffrey Houdlette

          Director

          Admin Manager

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          • AK
          • AL
          • AR
          • CO
          • DC
          • DE
          • FL
          • HI
          • IA
          • ID
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NE
          • NH
          • NJ
          • OK
          • OR
          • PA
          • PR
          • RI
          • SD
          • TN
          • UT
          • VI
          • VT
          • WV
          • WY

          Jeff began his career in the financial services industry in 2004. He spent the first 9 years of his career at a competing firm working as a Client Service Associate for a successful wealth management team in coastal Connecticut. Shortly after joining UBS in 2013, he was presented with an opportunity to join the management team in Northern New England and eagerly took on the role. In his current position as Administrative Officer, Jeff’s primary responsibility is leading and supporting the Client Service Associate team while striving to provide UBS clients with the best possible service.

          Other than a 9-year stint in Connecticut, Jeff is a lifelong Maine resident and currently resides in Kennebunk with his wife Laura, daughter Simone, son Nate, and dog Maui. In his free time, he enjoys skiing, mountain biking, cooking, lifting weights and sitting by a campfire.

           

                1 City Center
                10th Floor
                Portland, ME 04101
                jeff.houdlette@ubs.com
                Jeffrey Houdlette
                1 City Center,Portland,ME,04101

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              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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              Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

              When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

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