Experience

Makes all the difference

The Stonecoast Financial Group is a team of financial professionals dedicated to empowering and guiding our clients to feel confident in making complex decisions. We help families and business owners of considerable wealth plan through significant life events including; estate and legacy planning, transitioning a business, entering retirement, undergoing a liquidity event, guiding philanthropic endeavors and other major decisions. Our approach to investment management incorporates growing and preserving wealth, cash flow planning and tax impact analysis. In building trusting meaningful relationships with our clients, we take the time to understand what is most important to them and what may influence their decisions. Through our personalized planning process, we simplify life’s major events allowing our clients to move forward with confidence and comfort. We work closely with our clients and their trusted advisors to develop and execute a plan to achieve their financial objectives.

Paul Romano

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IL
  • MA
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

Education

  • University of Southern Maine, B.S. with Honors in Accounting

Credentials

  • Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101

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Danielle Klimash

First Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IL
  • MA
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

Education

  • Providence College, B.A. in Political Science

Credentials

  • Wealth Advisor
1 City Center
10th Floor
Portland, ME 04101

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Jennifer Serino

Senior Client Associate

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. 

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ
  • NV
  • NY
  • OH
  • TX

Education

  • St. Michael's College, Psychology

Credentials

  • Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101

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Brett Davies

Senior Client Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • TX
  • UT
  • VA
  • WI
1 City Center
10th Floor
Portland, ME 04101

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