Lasting relationships. For all that matters

Bridge Financial Advisors Profile Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Durell Buzzini Profile Photo

    Durell Buzzini

    Senior Vice President–Wealth Management

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    • AL
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    The foundation of my career was built during my years as a public school teacher which gave me the skills I now use to effectively communicate complex and sometimes frustrating financial concepts. I began my financial services career in 1987 specializing in commercial lending, private banking and trust services for Fleet Bank. I joined the  regional advisory firm of Tucker Anthony in 1995, obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2003 and then joined UBS in 2007. In 2013 I earned the designation of  Retirement Income Certified Professional (RICP®) from The American College.  I thrive on my work as a planner and feel privileged to be the guardian, manager and cultivator of personal wealth for many wonderful clients.  I strive to contribute time and resources to my community through my volunteer work for many vital cultural and social service organizations.  I divide my time between homes in Maine and Florida, enjoying the outdoor and community activities I so enjoy in both locations. 

        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER®
        • Retirement Income Certified Professional
        1 City Center
        10th Floor
        Portland, ME 04101
        durell.buzzini@ubs.com
        Durell Buzzini
        1 City Center,Portland,ME,04101
      • Kirsten Ismail Profile Photo

        Kirsten Ismail, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        My career in the financial services industry began in 1995.  More than a decade later I joined UBS Financial Services Inc.  My early years focused on the complexities of equity compensation and benefits offered by employers.  Through this experience I developed my passion for helping people determine the best financial strategies for their personal situation. 

        Having a Bachelor of Science degree in Education from the University of Maine and obtaining my CFP® certification have provided me with the skills and training necessary to help engage my clients at every level and stage of their financial progress.  I believe a comprehensive and flexible financial plan is essential and requires a commitment to hard work and consistent communication. I am dedicated to helping my clients realize their dreams.  By frequently attending financial planning conferences, seminars and education workshops I bring the most current ideas and strategies to my work as a financial advisor.

        I am happily married to my high school sweetheart, Scott and enjoy spending time with our young daughter, Samantha and our Black Labrador Retriever, Ranger.  I am involved in several local non profit organizations that support the education of children, a creative culture and a thriving economic region.  In my spare time I enjoy reading, traveling and staying physically fit. 

        CA Insurance License #0D89459

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

        • University of Maine, B.S. Education
        • CERTIFIED FINANCIAL PLANNER®
        One Merchants Plaza
        3rd Floor
        Bangor, ME 04401
        kirsten.ismail@ubs.com
        Kirsten Ismail, CFP
        One Merchants Plaza,Bangor,ME,04401
      • Tammy Kelly Profile Photo

        Tammy Kelly

        Senior Client Associate

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        • AL
        • FL
        • MD
        • ME
        • NY
        • TN
        • VA

        Tammy joined UBS in Bangor, Maine in 2010 before moving to the Portland, Maine branch in 2014. She is responsible for managing the operational and administrative functions for our team with a focus on client service.  She was a 2014 recipient of the Pursuit of Excellence Support Award at UBS.  She holds her Series 7, 66 and Insurance Licenses.  In her spare time, Tammy enjoys reading, cooking, camping and spending time with her son Parker. 

              1 City Center
              10th Floor
              Portland, ME 04101
              tammy.kelly@ubs.com
              Tammy Kelly
              1 City Center,Portland,ME,04101
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            UBS Year Ahead 2025

            Roaring 20s: The next stage

            Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

            A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

            Read the report

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            As of 06/30/2024

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