How can you pursue what matters most?

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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.

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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.

  • Michael Robichaud Profile Photo

    Michael Robichaud

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NE
    • NH
    • NM
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VI
    • VT
    • WA

    Mike joined UBS in 2013; prior to joining the firm he began his career at Legg Mason Wood Walker in 1991.  His specialty includes all aspects of comprehensive wealth planning, including retirement, financial and estate planning strategies.  He maintains his Series 7, 63, 65 and life and health insurance licenses.  Mike strives to provide consistently high levels of service through clear communication and education.   Mike graduated from the University of Southern Maine with a BS in Mathematics and has earned his Certified Financial Planner® designation.   Mike enjoys fishing, biking, cooking and has been actively involved with Casco Bay Youth Hockey as an assistant coach for over 12 years.  He lives in Yarmouth, ME  with his wife Debbie, and their four children Thomas, Michelle, Olivia and Matthew.

      • University of Southern Maine, Mathematics
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      1 City Center
      7th Floor
      Portland, ME 04101
    • Tammy Kelly Profile Photo

      Tammy Kelly

      Senior Client Associate

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      • AL
      • FL
      • LA
      • MA
      • MD
      • ME
      • NY
      • TN
      • VA

      Tammy joined UBS in Bangor, Maine, 2010 before moving to the Portland, Maine branch in 2014 to manage the operational and administrative functions for our team with a focus on client service.  She was a 2014 recipient of the Pursuit of Excellence Support Award at UBS.  She holds her Series 7, 66 and Insurance Licenses.  In her spare time, Tammy enjoys reading, cooking, fitness and being outdoors.  Tammy lives in Biddeford, Maine with her son Parker. 

       

       

            1 City Center
            7th Floor
            Portland, ME 04101
          • Debbie Robichaud Profile Photo

            Debbie Lynn Robichaud

            Client Associate

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              Debbie joined the team in 2011 after staying home with their children for 14 years, prior to that she taught 6th grade math and science for 10 years.  Debbie is focused on marketing, maintaining and building client relationships and team projects.  Debbie graduated from the University of Southern Maine with a BS in Elementary Education, K-8.  In her spare time, she loves reading, antiquing and cheering on her kids.  Debbie currently serves on the Yarmouth Education Foundation board.

                • University of Southern Maine, Elementary Education
                  1 City Center
                  7th Floor
                  Portland, ME 04101

                The circular economy: What is it?

                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