Let's move forward. Together.

Bishop Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

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 Bishop Profile Photo

    Michael Bishop

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • IN
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • RI
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    Mike brings years of experience and insight - along with the significant resources of UBS - to each relationship, helping each client reach their most important financial and personal goals.  The Bishop Team develops a strategic plan for and with each client, offering customized portfolio options designed to achieve the best results.

    Prior to UBS, Mike worked as an advisor at Credit Suisse Securities, Bernstein Global Wealth Management, and as an angel investor and equity trader at Salmon Investments.  He also built financial information businesses at First Call and BASELINE (both now part of Thomson Reuters). He began his career working in Luxembourg, Europe as a technical analyst covering global markets. Mike holds the series 7 and 66 securities licenses and is a Certified Divorce Financial Analyst (CDFA). He is also licensed in areas of insurance including life and long-term care, along with a mortgage license.   He has a B.S. in Finance from Miami University in Oxford, OH.

    Mike and his wife of 30 years have three grown children and live in Carlisle, MA. He is interested in Beekeeping, Luge, Golf, Tennis, and travel. 

      • Miami University in Oxford, OH, B.S. in Finance
      • Certified Divorce Financial Analyst
      55 William Street
      3rd Floor
      Wellesley, MA 02481
    • Melissa Courtney Profile Photo

      Melissa Courtney

      Authorized Officer

      Senior Wealth Strategy Associate

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      • CA
      • CO
      • CT
      • DC
      • FL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OR
      • PR
      • RI
      • TX
      • VA
      • VT
      • WY

      Melissa manages the day to day operations of The Bishop Group with a focus on providing superior customer service and financial planning. She is a problem solver by nature and has a true passion for helping clients plan for and achieve their specific financial and retirement goals.  Her attention to detail, proactive approach and professionalism have been instrumental in building long term relationships with clients. 

      Melissa started working with Mike in 2008 as a senior client service associate at Bernstein Global Wealth Management and later joined Credit Suisse Securities. She is a Certified Financial Planner (CFP) and holds her Series 7 and 63 securities licenses.  Melissa has a B.S. in Finance from Bryant College in Smithfield, RI.  

      Melissa lives in Arlington, MA with her husband and two children with whom she enjoys sports and family vacations. 

        • Bryant College in Smithfield, RI, B.S. in Finance
          55 William Street
          3rd Floor
          Wellesley, MA 02481
        • Heidi McCaigue Profile Photo

          Heidi McCaigue

          Senior Client Associate

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          • CA
          • CT
          • FL
          • MA
          • ME
          • NH
          • NY
          • TX

          Heidi is a Senior Registered Client Service Associate.  She has over 20 years of experience in the financial services industry.   Heidi prides herself in providing exceptional and quality client service.   Heidi currently holds her Series 7 and 66 securities licenses and provides notary services for our clients.

          Prior to joining UBS in 2008 Heidi was a Senior Registered Client Service Associate at Wachovia Securities.

          Heidi lives in Burlington.   In her spare time, Heidi is involved with local animal shelters.  She enjoys music and travel as well as spending time with her dog, family and friends.

                55 William Street
                3rd Floor
                Wellesley, MA 02481

              The Year Ahead - Sustainable Investing

              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

              Global leader

              UBS is a world-leading wealth manager

              Best

              Global private bank services, 2016-2022
              Euromoney Private Banking and Wealth Management Survey, 2022

              #1

              Family office services

              Euromoney Private Banking and Wealth Management Survey, 2021