Everyone told Jessica she should be in financial services to use her mathematical skills. When she finally decided that it was time to take everyone's advice and try her hand in the financial world, she realized that she needed in-depth knowledge to really help clients make the best decisions. She immediately started studying for the CERTIFIED FINANCIAL PLANNER^TM designation. Working with clients and helping them with the transitions in life has been an amazing and gratifying experience.

Today, with nearly 30 years of experience in financial services, Jessica still finds it rewarding to witness her clients living the life they've always imagined, and she knows that working with her team has made a difference. In fact, that's why she joined UBS in 2009—the firm shares her client-centric philosophy. 

 Professional achievements and education

• Certified Investment Management Analyst^® (CIMA^®)  
• CERTIFIED FINANCIAL PLANNER^TM (CFP^®)
• Certified Private Wealth Advisor^® (CPWA^®)
• Series 3, 7, 63 and 65 securities licenses
• B.A./B.S., English and mathematics

Life outside UBS  

While Jessica has been president of both the Rutland Regional Medical Center and Chaffee Art Center, the role she most enjoys outside of UBS is that of proud mom. She loves seeing her children grow into contributing adults and teaching their children the same community values. They celebrate all holidays and include family and friends with enthusiasm.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Margo left her managerial position at the Discovery Channel to join Jessica Anderson at UBS in 2008, completely inspired by the level of caring and concern her teammate demonstrated with clients, especially in the midst of the market mayhem. The youngest of five children, Margo believes that she has always been a "connector." As a CERTIFIED FINANCIAL PLANNER^TM, she enjoys connecting the wide array of resources available at UBS to achieve client goals.  Margo strives to help her clients through the many changes life hands us whether it is the sale of a business, the loss of a loved one, a divorce or retirement, Margo and her team work hard to customize a solution that clients can find comfort in. 

Professional achievements and education

• CERTIFIED FINANCIAL PLANNER^TM (CFP®)
• Series 7 and 66 securities licenses 
• M.A., liberal studies, Georgetown University
• B.A., Connecticut College

 Life outside UBS

Margo is very active in her Vermont community. She currently serves as a Trustee for Rutland Regional Medical Center and is a member of the Rutland Young Professioals.She is a former board member of the Rutland County Boys and Girls Club and Vermont Folk Life Center. She grew up on a Navajo reservation in northern Arizona and spent every summer swimming , sailing and boating on Green Lake, WI. withher grandmother and large extended family. She and her husband Jeffrey , enjloy skiing, board games, and the outdoors with their 3 children: Henry, Lucie and Finn. 

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Alicia is a Registered Client Service Associate who has earned her Series 7 & 66  securities licenses. She has been in the industry for 20 years providing exceptional customer service for clients. When she started in 1998 at Smith Barney she was involved in the Operations dept. of the industry and transitioned to the service side. She prides herself on providing excellent customer service and creating a true connection with clients. She is a tenacious problem solver with a " can do" attitude.  She is a 1991 graduate of Castleton State College with a BS in Physical Education and Health. Alicia enjoys camping, physical fitness, and spending time with her husband and two sons.

Registered States:
CA, FL, MA, ME, NH, NY, VT