How can you pursue what matters most?

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.

Women-multigen family

Kirsten Ismail, CFP

Senior Vice President–Wealth Management

Financial Advisor

Kirsten is a Senior Vice President-Wealth Management and Financial Advisor with Argosy Wealth Management at UBS Financial Services Inc. 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 Inc 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 prides herself on 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 is FINRA Series 7, 63 & 65 licensed. She also maintains her life insurance and variable annuity licenses in several states, including 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 served as Secretary on the Board of Trustees of John Bapst Memorial High School from 2019 through 2023. 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(2017-2018) and is a graduate of the Class of 2013.  

 

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

  • 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.
  • Forbes America’s Top Women Wealth AdvisorsThe 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.
  • Forbes Best-in-State Women Wealth Advisors, 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.
  • 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.

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

  • Bachelor of Science in Education and a minor in Psychology, University of Maine, Orono

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Financial planning
Women investors
Multi-generational families
Corporate executives
Retirement planning
Education planning
Legacy planning
One Merchants Plaza
3rd Floor
Bangor, ME 04401
  • (207) 262-7519

Email Me

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Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

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