An experienced and committed team

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.

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. 

Chelsea serves as a financial advisor specializing in comprehensive financial planning and client service. She works closely with individuals and families to build personalized, goals-based strategies. Chelsea collaborates with the team on investment management to help clients stay aligned with their long-term goals. She also enjoys guiding younger clients and the next generation as they build strong financial foundations for the future. 

Before joining the team, she gained experience at Fidelity Investments and Cornerstone Financial Planning, LLC. building financial plans for clients. 

Chelsea obtained her CFP® designation to compliment her FINRA Series 7 and 66 securities licenses as well as her life, accident, health, and variable annuity insurance licenses. Chelsea attended the University of New Hampshire where she received her degree in finance. In her free time, she enjoys golfing, spending time with family and friends, and volunteering in her community.