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Global leader
UBS is a leading and truly global 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-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.
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-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.
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
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.”
Global leader
UBS is a leading and truly global wealth manager
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A Fitch
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UBS AG, long-term senior secured debt rating. As of 03/31/2024
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UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 03/31/2024
