Experience

Makes all the difference

At the Ghigliotti Wealth Management Group, we see ourselves as your financial as well as life advocates. Much like that of a boutique, our practice is committed to accessibility and exceptional service. Most importantly, our team is passionate about giving you the right tools and advice to help you make appropriate decisions today and for the future.

Gary Ghigliotti, ChFC

Senior Vice President–Wealth Management

With over 35 years of experience in the financial services industry, Gary Ghigliotti guides a team created to assist select clients who have substantial net worth. This exclusive service, encompasses a complete program: setting goals, analyzing your financial picture, recommending improvements and implementing plans designed to grow, protect and pass on your wealth. Gary enjoys working with business owners and corporate executives on their pre and post sale planning as well as succession and estate tax planning strategies.

Gary served as a Captain in the US Air Force and is a graduate of the University of Notre Dame with degrees in Finance and Economics. He also attended the Wharton School Account Executive Program at the University of Pennsylvania. He is also accredited with The American College as a Certified Financial Consultant and he has also earned the Senior Portfolio Manager title under the Portfolio Management Program. In his free time, he enjoys traveling, golfing and flying.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Notre Dame, Finance and Economics
  • Wharton School Account Executive Program at the University of Pennsylvania

Credentials

  • Chartered Financial Consultant
  • Senior Portfolio Manager
  • Chartered Retirement Plans Specialist℠
40 Congress Street
Portsmouth, NH 03801

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Julia Thompson

Financial Advisor

Julia Ghigliotti Thompson is a second generation financial advisor specializing in succession planning as well as working with women investors and small business owners. Julia earned a bachelor's degree in business administration from the Peter T. Paul College of Business & Economics at the University of New Hampshire.

In addition to providing financial advice and planning to her clients at UBS, Julia is actively involved in the local community and serves on the Board of Directors and various committees for the Portsmouth Rotary Club. She enjoys skiing, reading, and traveling. She and her husband, Dan live in Southern Maine with their son and Goldendoodle. 

Registered States:
  • CA
  • CO
  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Peter T. Paul College of Business & Economics at the University of New Hampshire, Business Administration
40 Congress Street
Portsmouth, NH 03801

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Daniel Thompson

Financial Advisor

Daniel Thompson joined the Ghigliotti Wealth Management Group in the fall of 2020. Dan’s financial services career began at Prime Buchholz & Associates as an analyst where he worked with university endowments and foundations. Dan then transitioned to Ameriprise Financial Services where he worked for four years as an advisor. Dan specializes in comprehensive financial planning and working with business owners in transition. Dan also has experience in developing strategies for multi-generational wealth transfer and managing corporate retirement plans.

Dan graduated Magna Cum Laude with a degree in finance from the Peter T. Paul College of Business and Economics at the University of New Hampshire. In his spare time, he enjoys giving back to his community through his volunteer work at Gather and Crossroads House. Dan enjoys golfing, skiing, and fishing. He and his wife, Julia live in Southern Maine with their son and Goldendoodle. 

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MD
  • ME
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Peter T. Paul College of Business and Economics at the University of New Hampshire, Finance, Magna Cum Laude

Credentials

  • Certified Exit Planning Advisor
40 Congress Street
Portsmouth, NH 03801

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Christine Brigham

Senior Client Associate

Christine Brigham shows a commitment to excellence and drive to succeed that is clearly demonstrated in her work ethic. She believes that putting client's interests first is the key to the long-term success of the Ghigliotti Wealth Management Group. Christine's previous experience includes fourteen years at Morgan Stanley and six years with Smith Barney. She graduated from the University of New Hampshire with a major in psychology and a minor in mathematics. Christine is married with a son and daughter and is an avid supporter of her children's youth athletic programs.

Registered States:
  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ
  • NY
  • VT

Education

  • University of New Hampshire, Psychology
40 Congress Street
Portsmouth, NH 03801

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