Begin with a plan

For your goals. For your future.

Chris Chapin

Financial Advisor

Corporate Stock Benefit Consultant

As the son of our team's leader, Tim Chapin, you could say that wealth management is in Chris’ DNA. Observing his father's passion and enjoyment for the wealth management business is what sparked Chris' interest in the world of finance.

Chris joined the UBS Chapin Group in 2019 as an intern studying the basics of wealth management, personal income tax, estate planning, and asset protection strategies. After graduating Magna Cum Laude with his bachelor’s degree from Bridgewater State University in 2020, Chris was hired into the UBS training program where he spent two years as a Financial Advisor at UBS' headquarters in Weehawken, NJ.

In Weehawken Chris served as a Corporate Stock Benefit Consultant on the Institutional Advisory Group advising clients on equity compensation awards, tax considerations, and concentrated position risk. Chris has experience helping clients with strategic wealth planning, sector and index based equity strategies, fixed income asset management, and different types of hedging and preservation strategies. Chris believes that developing and maintaining a financial plan is the keystone to successful outcomes for his clients.

Chris' passion for wealth management began by reading the book “The Automatic Millionaire” by David Bach, and through his finance classes in college.

Chris graduated from Tabor Academy and Bridgewater State University and holds Series 7, 66, Life & Health Insurance licenses.

Christopher resides in Westborough, Massachusetts with his fiancé Morgan and their cat Coco. Outside of work, Chris enjoys golf, fishing, ice hockey, skiing, the beach and the outdoors.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • B.A. Magna Cum Laude, Bridgewater State University
  • Tabor Academy

Credentials

  • Corporate Stock Benefit Consultant

Your future is our focus!

Financial planning
Estate planning strategies
Legacy planning
Custom portfolios
Retirement Plan consulting
Equity plans
Impact investing
Business Owners
1471 Iyanough Road (Route 132)
Hyannis, MA 02601
  • (508) 362-1811

Email Me

Chris Chapin is also part of:
The Chapin Group

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Family photos

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Chris Headshot

    Chris Chapin

    Financial Advisor

    Corporate Stock Benefit Consultant

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    As the son of our team's leader, Tim Chapin, you could say that wealth management is in Chris’ DNA. Observing his father's passion and enjoyment for the wealth management business is what sparked Chris' interest in the world of finance.

    Chris joined the UBS Chapin Group in 2019 as an intern studying the basics of wealth management, personal income tax, estate planning, and asset protection strategies. After graduating Magna Cum Laude with his bachelor’s degree from Bridgewater State University in 2020, Chris was hired into the UBS training program where he spent two years as a Financial Advisor at UBS' headquarters in Weehawken, NJ.

    In Weehawken Chris served as a Corporate Stock Benefit Consultant on the Institutional Advisory Group advising clients on equity compensation awards, tax considerations, and concentrated position risk. Chris has experience helping clients with strategic wealth planning, sector and index based equity strategies, fixed income asset management, and different types of hedging and preservation strategies. Chris believes that developing and maintaining a financial plan is the keystone to successful outcomes for his clients.

    Chris' passion for wealth management began by reading the book “The Automatic Millionaire” by David Bach, and through his finance classes in college.

    Chris graduated from Tabor Academy and Bridgewater State University and holds Series 7, 66, Life & Health Insurance licenses.

    Christopher resides in Westborough, Massachusetts with his fiancé Morgan and their cat Coco. Outside of work, Chris enjoys golf, fishing, ice hockey, skiing, the beach and the outdoors.

        • Corporate Stock Benefit Consultant
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
      • Tim Chapin Headshot 1

        Tim Chapin

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • SD
        • TN
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Helping people realize their retirement dreams is Tim's passion. He has been helping people plan for retirement since 1983.

        He acts as your "Financial Quarterback".

        Together with a team of investment, tax and legal professionals we provide you a custom plan designed to help you achieve your retirement dreams.

        This plan will be your customized guide to grow and protect your assets while mitigating income taxes, inheritance taxes and debt expenses.

        The plan will recommend investment strategies designed to protect your hard-earned nest egg. These strategies are structured to generate a lifetime of reliable income designed to keep pace with inflation.

        In our experience communication is an important factor in achieving successful outcomes. Therefore our clients receive frequent communications from our team using phone calls, weekly emails and quarterly plan reviews.

        Timely access to your adviser is very important. For this reason we commit that a phone message or email message from a client always receives a response from our team within the same business day.

        Tim is a graduate of Tabor Academy and Bowdoin College. He resides in Falmouth, Massachusetts with his wife Melinda. 

        His community affiliations have included; The Osterville Rotary Club, The Dewitt Clinton Masonic Lodge, Aleppo Shrine Temple, Heritage Museum & Gardens, Job Training & Employment Corp. (JTEC), Salvation Army, First Church, Sandwich, YMCA Basketball, Sandwich Youth Lacrosse, The Ridge Club, The Menahaunt Yacht club & Lifetime Member of the Francis Ouimet Scholarship Fund.

        He is a single digit golfer and an avid fisherman.

              1471 Iyanough Road (Route 132)
              Hyannis, MA 02601
            • MAggie HEadshot

              Maggie Kenney

              Wealth Strategy Associate

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              • CT
              • FL
              • MA
              • MI
              • NC
              • NH
              • NY
              • VA

              Maggie has been in the financial services industry since 1989. Her knowledge of the markets and industry knowledge allows her the capacity to deliver for our clients. Maggie has held various roles within the Chapin Group all with the purpose of helping our clients and their families in every stage of their financial life.  She currently holds her Series 7, 9, 10, 31, 63, and 66 securities licenses. In her free time she enjoys vegetable and flower gardening.

                    1471 Iyanough Road (Route 132)
                    Hyannis, MA 02601
                  • Laurin

                    Laurin Balfour

                    Senior Client Associate

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                      Laurin has worked in the financial services industry since 2005 and her primary goal is to provide excellent service to The Chapin Group's clients and their families. She wants clients to feel comfortable contacting her to access the many services provided. Within The Chapin Group, her role is to coordinate access to the team in a timely manner. 

                      She graduated from Chamberlayne School of Design at Mount Ida College with her B.S. in Design. She and her husband David have two boys Owen and Jack. The family is always on the move travelling to lacrosse, soccer, and basketball and many family activities. Her and her husband David pride themselves on showing their children that hard work and determination will allow them to be successful in all aspects of their life.

                       

                            1471 Iyanough Road (Route 132)
                            Hyannis, MA 02601
                          Retirement planning

                          Retirement planning

                          A team approach

                          A team approach

                          Your life, wealth and future

                          Your life, wealth and future

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          Global leader

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                          More than 150 years

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