A plan for today, tomorrow and generations to come

Three generations in the front yard

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.

  • Paul Romano Profile Photo

    Paul Romano

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • FL
    • HI
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    Since joining UBS in 2002 after several years with another brokerage firm, Paul has expanded his practice to encompass a full array of client brokerage and advisory services including estate planning and discretionary portfolio management. In Paul's 14+ years as a Financial Advisor, he has focused on serving the complex needs of business owners and their families. A native of the Portland area, Paul received his B.S. with honors in accounting from the University of Southern Maine. Married with four children, he is a resident of Scarborough.

      • University of Southern Maine, B.S. with Honors in Accounting
      • Senior Portfolio Manager
      1 City Center
      10th Floor
      Portland, ME 04101
      paul.romano@ubs.com
      Paul Romano
      1 City Center,Portland,ME,04101
    • Danielle Klimash Profile Photo

      Danielle Klimash

      First Vice President–Wealth Management

      Financial Advisor

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      • AL
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      • VT

      For the past several years, Danielle, as an Advisor, has taken the lead in delivering financial planning services to our clients. Through the planning process, she helps clients identify goals and implement strategies that lead to financial success. Having been with the firm for more than 15 years, her current role follows a successful period as a Sr. Registered Client Services Associate working with Paul. Danielle graduated from Providence College with a B.A. in Political Science. She lives in Brunswick with her husband and two children.

        • Providence College, B.A. in Political Science
        • Wealth Advisor
        1 City Center
        10th Floor
        Portland, ME 04101
        danielle.klimash@ubs.com
        Danielle Klimash
        1 City Center,Portland,ME,04101
      • Jennifer Serino Profile Photo

        Jennifer Serino

        Senior Client Associate

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        Jenn began her career at UBS in 2011 as an Operations Specialist in Portland, ME. She joined Stonecoast Financial Group in June 2015, bringing valuable experience from her prior role in operations. Jenn strives to provide the highest level of client service, using her enthusiasm, honesty and professional experience as a guide. 

        Jenn grew up in Yarmouth, ME and was a graduate of Yarmouth High. She received her bachelor's degree in Psychology at St. Michael's College in Colchester, VT. Jenn enjoys skiing, playing soccer and spending time with her family and friends. Jenn currently lives in Pownal, ME with her husband Rick and son Bennett. 

         

          • St. Michael's College, Psychology
          • Financial Paraplanner Qualified Professional™
          1 City Center
          10th Floor
          Portland, ME 04101
          jennifer.serino@ubs.com
          Jennifer Serino
          1 City Center,Portland,ME,04101
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          Brett Davies

          Senior Client Associate

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          • AZ
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          • ME
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          • WI

          Joining UBS in 2023, Brett has over 10 years of experience in the client service role with other brokerage firms. Brett holds both the Series 7 and Series 66 licenses and assists the team with client related service and administrative tasks. Originally from Maryland and a graduate of the University of Maryland, Brett now lives in North Yarmouth, ME with his wife and Pembroke Welsh Corgi.

                1 City Center
                10th Floor
                Portland, ME 04101
                brett.davies@ubs.com
                Brett Davies
                1 City Center,Portland,ME,04101

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              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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