Tailored wealth advice

• AZ
• CA
• CT
• FL
• MA
• MD
• MN
• NC
• NH
• NJ
• NM
• NY
• PA
• VA

Lindsey has been in the wealth management industry since 1988. Before joining UBS in 2012, he spent time with Smith Barney and Merrill Lynch. Lindsey’s experience allows him to construct comprehensive portfolio strategies which help him meet his clients goals. Lindsey’s process includes setting objectives, analyzing your financial picture, recommending improvements and implementing plans designed to grow, protect and pass on your wealth.

Lindsey has obtained his CFP® designation to compliment his FINRA Series 7 , 63 and 65 licenses. When he is out of the office he enjoys boating and spending time with his wife, Julie and three children Stephen, Chelsea and Thomas.

• State University of New York, Business Administration B.S

• AR
• AZ
• CA
• CT
• FL
• IN
• KS
• MA
• MD
• MN
• NC
• NH
• NJ
• NM
• NY
• PA
• VA
• VI

Stephen serves as a Financial Advisor behind his father Lindsey. Stephen’s focus is on constructing comprehensive financial plans to ensure clients are well-prepared for their financial future and developing long term investment strategies that accomplish the specific goals and objectives of the families and business owners he works with. 

Before joining the team, he worked at the UBS Wealth Advice Center where he gained much of his experience creating and implementing financial plans with clients around the country.

Stephen holds his CFP® designation to compliment his FINRA Series 7 and 66 securities licenses as well as his life, accident, health, and variable annuity insurance licenses. Stephen attended the University of New Hampshire where he received his degree in business and economics. In his free time he enjoys being out on the golf course and deep sea fishing. 

• University of New Hampshire- Durham, Economics: 2014 - 2018

• CERTIFIED FINANCIAL PLANNER®

• CT
• FL
• MA
• ME
• NH
• NJ
• NY
• VT

Christine Brigham strives to provide a commitment to excellence and drive to succeed that is demonstrated in her work ethic. She believes that putting client's interests first is the key to the long-term success of Polhemus Wealth Management Group. Christine's previous experience includes 14 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.

• University of New Hampshire, Psychology