Let's move forward. Together.

Meeting in a office

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.

Adult couple on cell phone

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

    Branch Manager

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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.

          1155 Elm Street
          Suite 501
          Manchester, NH 03101
        • 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 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

                    Connecting you to the deep resources of UBS

                    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.

                    Selecting retirement savings plans

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    How do you plan confidently for the retirement you want?

                    Start by building a strategy based on the resources and needs over the course of your life.

                    Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager