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UBS is a world-leading wealth manager
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Kirsten is a Senior Vice President and Financial Advisor with Argosy Wealth Management at UBS Financial Services. She began her career in the securities industry in 1995 with Merrill Lynch before joining Smith Barney in 1997. In 2009, she joined UBS Financial Services in Boston and last year joined the Argosy Wealth Management team located in her home state of Maine.
Kirsten works primarily with corporate executives and busy families to develop, implement, and monitor a financial plan reflective of their priorities and unique situation. Kirsten is known for her attention to detail and ability to listen carefully to her clients' needs. It is her belief that money touches every part of our lives. Therefore, it is essential to have a financial plan that adapts to the ever-changing world of finance and can adapt and evolve with each families financial life needs, wants and wishes. She believes successful financial planning is created and cultivated through continuous evaluation and good communication, and she pledges a lifelong dedication to helping her clients to explore and realize their financial goals.
Kirsten obtained her CFP® certification in June of 2011. She was recognized by Working Mother’s magazine as a Top Wealth Advisor Mom in 2019. She is FINRA Series 7, 63 & 65 licensed. She also maintains her life insurance and variable annuity licenses in several states CA license # 0D89459. Kirsten is a cum laude graduate of the University of Maine in Orono.
Kirsten has been actively involved with the Financial Planning Association® for nearly 10 years. She served as the Chair for the FPA's Retreat Conference in 2019. Kirsten is actively engaged in her community. She currently serves as Secretary on the Board of Trustees of John Bapst Memorial High School. She also sits on the investment committee for the Bangor YMCA. She previously served as the Chair of the Steering Committee for the Bangor Region Leadership Institute and is a graduate of the Class of 2013.
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Kirsten is a Senior Vice President and Financial Advisor with Argosy Wealth Management at UBS Financial Services. She began her career in the securities industry in 1995 with Merrill Lynch before joining Smith Barney in 1997. In 2009, she joined UBS Financial Services in Boston and last year joined the Argosy Wealth Management team located in her home state of Maine.
Kirsten works primarily with corporate executives and busy families to develop, implement, and monitor a financial plan reflective of their priorities and unique situation. Kirsten is known for her attention to detail and ability to listen carefully to her clients' needs. It is her belief that money touches every part of our lives. Therefore, it is essential to have a financial plan that adapts to the ever-changing world of finance and can adapt and evolve with each families financial life needs, wants and wishes. She believes successful financial planning is created and cultivated through continuous evaluation and good communication, and she pledges a lifelong dedication to helping her clients to explore and realize their financial goals.
Kirsten obtained her CFP® certification in June of 2011. She was recognized by Working Mother’s magazine as a Top Wealth Advisor Mom in 2019. She is FINRA Series 7, 63 & 65 licensed. She also maintains her life insurance and variable annuity licenses in several states CA license # 0D89459. Kirsten is a cum laude graduate of the University of Maine in Orono.
Kirsten has been actively involved with the Financial Planning Association® for nearly 10 years. She served as the Chair for the FPA's Retreat Conference in 2019. Kirsten is actively engaged in her community. She currently serves as Secretary on the Board of Trustees of John Bapst Memorial High School. She also sits on the investment committee for the Bangor YMCA. She previously served as the Chair of the Steering Committee for the Bangor Region Leadership Institute and is a graduate of the Class of 2013.
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
Credentials
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Global leader
UBS is a world-leading wealth manager
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Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
14.2%
CET1 capital ratio
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UBS Financial Reporting as of 12/31/2022
