Begin with a plan

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• IN
• KY
• MA
• MD
• ME
• MI
• NC
• NH
• NJ
• NV
• NY
• OH
• RI
• SC
• SD
• TN
• VA
• 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

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IN
• KY
• MA
• MD
• ME
• MI
• NC
• NH
• NJ
• NV
• NY
• OH
• 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 help 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 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.

• 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.

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.