A plan for today, tomorrow and generations to come

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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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
Michael Robichaud

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Mike graduated from the University of Southern Maine with a BS in Mathematics and began his financial services career in 1992 with Legg Mason Wood Walker. Mike joined UBS in 2013. His specialties include 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. He has earned and maintains his CERTIFIED FINANCIAL PLANNER™ certification. Mike is a Senior Portfolio Manager through the UBS Portfolio Management Program. Mike enjoys fishing, biking, cooking, playing adult hockey and has been involved with Casco Bay Youth Hockey for more than 15 years. He currently lives in Yarmouth, Maine with his wife Debbie. They have four adult children Thomas, Michelle, Olivia, and Matthew.
- University of Southern Maine, Mathematics
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101

michael.robichaud@ubs.com

Michael Robichaud

1 City Center,Portland,ME,04101
Michelle Travers

Financial Advisor
View bio
- AL
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- UT
- VA
- VT
- WA
Michelle joined UBS in January 2022, after beginning her career as an Accountant at Ernst & Young. Michelle graduated from Endicott College with a Bachelor of Science in Accounting and Finance. Michelle is focused on helping clients achieve their financial goals through an in-depth planning process. She has earned and maintains her Certified Public Accountant (CPA) license and CERTIFIED FINANCIAL PLANNER™ certification. She maintains her Series 7, 66 and life and health insurance licenses. Michelle grew up in Yarmouth, ME and currently lives in Portland with her husband Brian. In her free time, she enjoys cooking, gardening, ice hockey, skiing and biking.
- Endicott College, Bachelor of Science in Accounting and Finance
- CERTIFIED FINANCIAL PLANNER®
1 City Center
10th Floor
Portland, ME 04101

michelle.robichaud@ubs.com

Michelle Travers

1 City Center,Portland,ME,04101
Durell Buzzini

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Durell joined UBS in 2007, prior to joining the financial industry she was a public school teacher. Durell takes a holistic approach in working with clients on their financial planning and wealth management needs. In her free time, she enjoys volunteering with cultural and social service organizations, knitting, walking on the beach, kayaking and spending time with family, friends and her delightful, furry companion Nisha.
1 City Center
10th Floor
Portland, ME 04101

durell.buzzini@ubs.com

Durell Buzzini

1 City Center,Portland,ME,04101
Brett Davies

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- ME
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- SC
- TX
- UT
- VA
- 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.
- University of Maryland
1 City Center
10th Floor
Portland, ME 04101

brett.davies@ubs.com

Brett Davies

1 City Center,Portland,ME,04101

Jennifer Serino

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- MA
- ME
- NH
- NJ
- NV
- NY
- OH
- TX
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 previous role in operations. Jenn earned her bachelor's degree in Psychology from St. Michael's College in Colchester, VT. In her free time, she enjoys cooking, skiing and spending time with her family and friends. A native of Yarmouth, Maine, Jenn now resides in Pownal, Maine with her family.
- 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
Tammy Kelly

Senior Registered Client Associate
View bio
- AL
- FL
- MD
- ME
- NY
- TN
- VA
Tammy joined UBS in Bangor, Maine in 2010 before moving to the Portland, Maine branch in 2014. She is responsible for managing the operational and administrative functions for our team with a focus on client service. She holds her Series 7, 66 and Insurance Licenses. In her spare time, Tammy enjoys reading, cooking and glamping. Tammy lives in Biddeford, Maine with her family and their dog Chopper.
- Husson University , Paralegal Studies
1 City Center
10th Floor
Portland, ME 04101

tammy.kelly@ubs.com

Tammy Kelly

1 City Center,Portland,ME,04101
Debbie Robichaud

Client Associate
View bio
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.
- University of Southern Maine, BS in Elementary Education
1 City Center
10th Floor
Portland, ME 04101

debbie.robichaud@ubs.com

Debbie Robichaud

1 City Center,Portland,ME,04101

Paul Romano

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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
Michael Robichaud

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Mike graduated from the University of Southern Maine with a BS in Mathematics and began his financial services career in 1992 with Legg Mason Wood Walker. Mike joined UBS in 2013. His specialties include 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. He has earned and maintains his CERTIFIED FINANCIAL PLANNER™ certification. Mike is a Senior Portfolio Manager through the UBS Portfolio Management Program. Mike enjoys fishing, biking, cooking, playing adult hockey and has been involved with Casco Bay Youth Hockey for more than 15 years. He currently lives in Yarmouth, Maine with his wife Debbie. They have four adult children Thomas, Michelle, Olivia, and Matthew.
- University of Southern Maine, Mathematics
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101

michael.robichaud@ubs.com

Michael Robichaud

1 City Center,Portland,ME,04101
Michelle Travers

Financial Advisor
View bio
- AL
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- UT
- VA
- VT
- WA
Michelle joined UBS in January 2022, after beginning her career as an Accountant at Ernst & Young. Michelle graduated from Endicott College with a Bachelor of Science in Accounting and Finance. Michelle is focused on helping clients achieve their financial goals through an in-depth planning process. She has earned and maintains her Certified Public Accountant (CPA) license and CERTIFIED FINANCIAL PLANNER™ certification. She maintains her Series 7, 66 and life and health insurance licenses. Michelle grew up in Yarmouth, ME and currently lives in Portland with her husband Brian. In her free time, she enjoys cooking, gardening, ice hockey, skiing and biking.
- Endicott College, Bachelor of Science in Accounting and Finance
- CERTIFIED FINANCIAL PLANNER®
1 City Center
10th Floor
Portland, ME 04101

michelle.robichaud@ubs.com

Michelle Travers

1 City Center,Portland,ME,04101
Durell Buzzini

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Durell joined UBS in 2007, prior to joining the financial industry she was a public school teacher. Durell takes a holistic approach in working with clients on their financial planning and wealth management needs. In her free time, she enjoys volunteering with cultural and social service organizations, knitting, walking on the beach, kayaking and spending time with family, friends and her delightful, furry companion Nisha.
1 City Center
10th Floor
Portland, ME 04101

durell.buzzini@ubs.com

Durell Buzzini

1 City Center,Portland,ME,04101
Brett Davies

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- ME
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- SC
- TX
- UT
- VA
- 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.
- University of Maryland
1 City Center
10th Floor
Portland, ME 04101

brett.davies@ubs.com

Brett Davies

1 City Center,Portland,ME,04101
Jennifer Serino

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- MA
- ME
- NH
- NJ
- NV
- NY
- OH
- TX
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 previous role in operations. Jenn earned her bachelor's degree in Psychology from St. Michael's College in Colchester, VT. In her free time, she enjoys cooking, skiing and spending time with her family and friends. A native of Yarmouth, Maine, Jenn now resides in Pownal, Maine with her family.
- 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
Tammy Kelly

Senior Registered Client Associate
View bio
- AL
- FL
- MD
- ME
- NY
- TN
- VA
Tammy joined UBS in Bangor, Maine in 2010 before moving to the Portland, Maine branch in 2014. She is responsible for managing the operational and administrative functions for our team with a focus on client service. She holds her Series 7, 66 and Insurance Licenses. In her spare time, Tammy enjoys reading, cooking and glamping. Tammy lives in Biddeford, Maine with her family and their dog Chopper.
- Husson University , Paralegal Studies
1 City Center
10th Floor
Portland, ME 04101

tammy.kelly@ubs.com

Tammy Kelly

1 City Center,Portland,ME,04101
Debbie Robichaud

Client Associate
View bio
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.
- University of Southern Maine, BS in Elementary Education
1 City Center
10th Floor
Portland, ME 04101

debbie.robichaud@ubs.com

Debbie Robichaud

1 City Center,Portland,ME,04101

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A plan for today, tomorrow and generations to come

Pursuing your goals together

Paul Romano

Danielle Klimash

Michael Robichaud

Michelle Travers

Durell Buzzini

Brett Davies

Jennifer Serino

Tammy Kelly

Debbie Robichaud