Let's move forward. Together.

Mountain climbers reaching the summit

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Shaun Hawkins

    Shaun C. Hawkins, CPWA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • IN
    • MA
    • ME
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WI

    Shaun grew up in Portland and earned a Bachelor of Arts degree from Cornell University, double majoring in History & Government.  He later returned to Cornell to earn his Master of Business Administration (MBA) degree before heading to Wall Street in New York City.  Shaun offers 22 years of experience in the investment business, beginning his career in Institutional Equity Sales at Goldman Sachs covering multi-billion-dollar hedge funds and mutual fund trading desks.  In 2011 he transitioned to working with individual investors as a financial advisor in his hometown, Portland.  His client roster includes high-net worth individuals and families, retirees, business owners, corporate executives, doctors and legal professionals.  Shaun focuses on offering a comprehensive approach that begins with understanding a client’s financial needs.  He leverages all the resources of UBS  - asset allocation, security selection, research, trading, alternative investments, private equity, lending, and planning tools – to deliver a robust, customized strategy. 

    Shaun earned the Certified Private Wealth Advisor ® designation through the Investments & Wealth Institute in conjunction with the Booth School of Business at the University of Chicago. 

    Shaun, his wife, and three daughters live in Portland, Maine.

          One City Center
          7th Floor
          Portland, ME 04101
        • Micah Roberge

          Micah Roberge, CIMA®, CPWA®

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • IL
          • IN
          • MA
          • ME
          • MI
          • MT
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TX
          • VA
          • VT
          • WI

          Micah grew up in Augusta, ME and in earned his Bachelor's degree from Bowdoin College in Brunswick, ME, with degrees in Mathematics and Economics.

          Micah joined UBS Financial Services in 2021, after 14 years as an advisor at Merrill, and 4 years as an analyst before that at Smith Barney. He is a member of the Investments & Wealth Institute, and has earned both his Certified Investment Management Analyst® (CIMA®) designation and Certified Private Wealth Advisor® (CPWA®), both awarded by the Investments & Wealth Institute™ and in conjunction with the Wharton School of Business and Booth School of Business, respectively.

          Micah is Insurance licensed and experienced in designing personalized retirement analyses and creating life-long retirement income. He also is prepared to help clients anticipate and address their long term care needs.

          Micah regularly evaluates investment portfolios with mixed investment vehicles such as individual stocks, individual bonds, mutual funds and Exchange Traded Funds (ETFs) with consideration to best interest, diversification, performance, and cost. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Micah provides alternative investment opportunities to clients where appropriate. This includes precious metals, precious coins, hedge funds, currency and commodity-linked investments, and private equity.

          Micah, his wife, and two children live in Portland, Maine.

                1 City Center
                7th Floor
                Portland, ME 04101
              • Deb Erickson

                Deb Erickson

                Senior Client Associate

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                • AK
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WY

                      One City Center
                      7th Floor
                      Portland, ME 04101

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    Our Philosophy

                    Our Philosophy

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager