Erik joined UBS in 2001 from AG Edwards and previously Prudential. With over 20 years of industry experience, he brings a strong background in strategic and financial planning to relationships with UBS clients. Erik has a BS in Economics, and minor in Finance from Southern New Hampshire University. He has his Series 7, 65 and 63 licenses from the NYSE. He resides in Hopkinton, New Hampshire with Chris Anne, his wife of more than 20 years, and their two daughters, Lexi and Paige. He is an avid endurance athlete. Erik and his family enjoy travel and adventure.

Registered States:
AL, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA, WI

Bob joined UBS in 2006 and now has over 13 years of experience in the financial services industry. He makes use of the Firm’s advisory services to help the Capitol Group's clients address their financial goals giving particular focus to professionally managed investment accounts, business retirement plans, and annuities. Bob is a 2003 graduate of Boston College. He holds Series 7 and 66 licenses. He is a boating enthusiast in the summer and an equally dedicated snowmobiler in the winter.  He and Rose live in Pembroke, New Hampshire, with their two cats, Basil and Leif.  They enjoy international travel and visit friends and family in Europe regularly. 

Registered States:
AK, AL, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NY, OH, PA, RI, SC, TX, VA, VT, WI

Emilie joined the Capitol Group in 2017  Prior to joining the Capitol Group, Emilie worked for 6 years at other UBS Financial Services offices  in Boston, MA and in Peabody, MA. Emilie's focus is to ensure the unique needs of each individual client are met.

Emilie earned a B.A. from Suffolk University in Communications and Journalism and an MBA in Business from Endicott College.  Emilie follows New England sports, enjoys being outdoors and spending time with her family including her husband David, their two daughters and three dogs. Emilie hold series 7 and 66 securities licenses.

Registered States:
CA, DE, FL, MA, ME, NC, NH, PA, RI, TX, VA, VT

David is a 30-year veteran of the financial advisory business, having started his career in 1986 with the former E.F. Hutton Company in their Paris office. In 1988, he moved to Manchester, New Hampshire, when the firm merged with Shearson Lehman Brothers and, later, Smith Barney. David continued with Smith Barney until 2008, rising to First Vice-President and Wealth Management Advisor, until coming to UBS in Concord. David is a graduate of Northwestern University and the Thunderbird School of Global Management. He and his wife, Margaret, live in Concord, New Hampshire, with their family.  He enjoys family, reading and travel.

Registered States:
AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NY, OH, PA, RI, SC, TX, VA, VT

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. 

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