UBS Wealth Management USA has announced that Financial Advisor Jared Berault has joined the firm in Manchester, New Hampshire, where he manages over $400 million in client assets. He will be joined by Client Associate Fred Kline.
“Jared and Fred bring a wealth of experience, passion, and fresh perspectives that will enhance our team and the value we deliver to clients. I look forward to supporting their growth at UBS,” said Patrick Henning, Manchester Market Director at UBS Wealth Management USA.
Jared Berault, with over 20 years of experience in the financial services sector, guides clients through various aspects of wealth management, including retirement and education planning, portfolio construction, liability management, tax minimization, asset preservation, and insurance. He focuses on helping clients secure lifetime retirement income streams, offering tailored solutions that align with their risk tolerance, time horizons, liquidity needs, and investment objectives.
Dedicated to delivering exceptional service and advice, Jared emphasizes understanding what matters most to his clients both now and in the future. He is committed to educating clients about their investment strategies, aiming to be a lifelong resource for those seeking guidance in accumulating, building, preserving, and distributing wealth.
Jared holds a bachelor’s degree from Marist College in Poughkeepsie, New York. Outside work, he enjoys spending time with his wife, Amy, and their twin daughters, Addison and Alexis.
Fred Kline, a Registered Client Associate who joined the financial services industry in 2020, brings a diverse customer service background to the team. He enjoys getting to know clients and assisting them in achieving their goals. In his spare time, Fred loves spending time with friends, traveling, and skydiving.
Notes to Editors
About UBS
UBS is a leading global wealth manager and the foremost universal bank in Switzerland. The firm also offers diversified asset management solutions and targeted investment banking services. Following the acquisition of Credit Suisse, UBS manages $5.7 trillion in invested assets as of the fourth quarter of 2023. UBS is committed to helping clients achieve their financial objectives through personalized advice, solutions, and products. Headquartered in Zurich, Switzerland, UBS operates in more than 50 markets worldwide, with shares listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
