A plan for today, tomorrow and generations to come

Stonecoast Financial Group Profile Photo

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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    • ME
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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
      7th Floor
      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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      • HI
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      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
        7th Floor
        Portland, ME 04101
      • Eric Kolben Profile Photo

        Eric Kolben, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • CA
        • CO
        • CT
        • FL
        • IL
        • MA
        • ME
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        • VT
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        Eric has been with UBS since 2009 after several years with another national firm. As a CERTIFIED FINANCIAL PLANNERTm , a major focus of his practice is handling complex financial planning needs for individuals and business owners. In addition, Eric takes the lead on delivering philanthropic services to our clients. Eric lives in Cumberland with his family and serves as the board President of the Jewish Community Alliance. CA Insurance License 0F19291

            • CERTIFIED FINANCIAL PLANNER™
            • Wealth Advisor
            1 City Center
            7th Floor
            Portland, ME 04101
          • Jennifer Serino Profile Photo

            Jennifer Serino

            Senior Client Associate

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            • AZ
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            • MA
            • ME
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            Jenn began her career in 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 supports the group through team schedule management and client account administration. She holds her Series 7, 66 and 9 licenses.

            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 is an accomplished runner, having completed three half marathons. She also enjoys skiing, playing soccer and spending time with her family and friends. Jenn currently lives in South Portland, ME.

             

              • St. Michael's College, Psychology
              • Financial Paraplanner Qualified Professional™
              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.

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            As of 06/30/2022

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