Experience

Vangel has 21 years of experience in the financial services industry, and has successfully guided clients through two major recessions and market downturns.  He delivers a level of seasoned experience and an academic approach to wealth management.  Utilizing a comprehensive planning process, he constructs and manages long-term strategic portfolios along with short-term tactical allocations within the context of current economic conditions.

Prior to joining UBS in 2007, Vangel worked with the McDonald Financial Group and Key's Private Banking and Investment Group.  He has a B.A. in economics from the University of Southern Maine (summa cum laude), and has served on the Board of Trustees at Thornton Academy for the last 15 years.  He resides in Saco with his wife and four children.

CA License Number OH06366

Jim leverages his 30 years of financial services experience across a variety of roles to provide individuals and families with comprehensive personal financial planning, wealth management, and lifetime, estate, and charitable planning strategies.

Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a BA in philosophy from Georgetown University, a JD from Vermont Law School and a master’s degree in tax law from the Boston University School of Law. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities registrations and is licensed in the areas of life, health, and variable insurance.

He is a past president of the Maine Chapter of the Society of Financial Service Professionals and is a member of the Maine Estate Planning Council and the Financial Planning Association (FPA). Jim has been an active member of Rotary as well a longtime race team coach with Maine Handicapped Skiing. Jim lives in Yarmouth and in his spare time enjoys kayaking, skiing and spending time with his wife, Paula, and their two adult children.

CA License Number 2088769

Adam is a member and Vice President - Wealth Mangagement, Financial Advisor with Bayside Wealth Management. In his role as a Financial Advisor he focuses on advanced planning strategies. Adam's focus is on constructing comprehensive financial plans to help ensure clients are well-prepared for their financial future and develops long term investment strategies that accomplish the specific goals and objectives of the families and businesses he works with. Prior to holding the position as a Financial Advisor, Adam served as a Wealth Planning Analyst for the Northern New England Market.  He created and presented advanced financial plans that catered to high-net worth families and businesses while servicing the financial advisors throughout New England. 

Adam has obtained his CFP® certification and his FINRA Series 7 and 66 securities licenses. To complement and expand on his life, accident, health, and variable annuity insurance licenses he also has obtained the Accredited Wealth Management Advisor^SM designation. Adam received both his Bachelor of Arts degree in Financial Economics and Masters of Business Administration degree with a concentration in Finance from the University of Maine.

CA License Number OL94447

As our Wealth Management Associate, Debra directs the administrative, operational and account service functions for Bayside Wealth Management. Debra has 24 years of experience in the financial services industry and studied Business and Economics at Ryerson College in Toronto, Canada.  Debra is a Financial Paraplanner Qualified Professional, a Chartered Retirement Planning Counselor, and holds her series 7, 66 and Maine Life, Health and Variable Insurance licenses. Debra resides in Cape Elizabeth and enjoys staying active by biking, hiking, skiing and competing in triathlons.