Experience

Tim is a Senior Vice President in the Wealth Management division at UBS and has been helping people plan for their retirement  since 1983. He advises clients on methods to help grow, protect and preserve their assets. He also assists his clients in the efficient distribution of their wealth during retirement and at their death. Tim was born in Boston, MA and has been a resident of Cape Cod since 1965. He is a graduate of Tabor Academy & Bowdoin College. Tim and his wife, Melinda currently reside in Falmouth. Tim has volunteered with the following organizations Osterville Rotary Club (Past President) Dewitt Clinton Lodge (Past Master) Heritage Museum & Gardens of Sandwich (Past Board Member) and The Job Training & Employment Corp (Board Member).

He is a single digit golfer and an avid fisherman.

Chris Chapin is an Account Vice President - Wealth Management, Financial Advisor with The Chapin Group at UBS Financial Services Inc. He specializes in crafting bespoke investment strategies for individuals, families, corporations, and trusts, collaborating closely with business owners, accountants, and estate planning attorneys. Drawing upon over 40 years of collective experience, he's gleaned invaluable insights from his father, a tenured wealth management professional, financial advisor, and Senior Vice President-Wealth Management with The Chapin Group.

Leveraging the robust resources of UBS, Chris provides clients access to current market insights and opportunities. With a commitment to transparent, personalized service, underpinned by continuous professional development and guided by a legacy of wisdom, he strives to help his clients navigate market complexities with finesse. He believes in the transformative power of personalized financial planning as a vehicle for realizing one's most cherished dreams and aspirations.

Christopher prides himself on making people feel at ease and forging genuine connections. Beyond work, his passions for ice hockey, skiing, golf, and big game fishing fuel his drive for a balanced life. Chris, his wife Morgan, and their feline companion Coco reside in Westborough Massachusetts.

A 28 year veteran of the financial service industry, Maggie strives to help families in every stage of their financial life.  She currently holds her Series 7,9,10,31,63,and 66 securities licenses. In her free time she enjoys vegetable and flower gardening.

I have been working in the financial industry for the past 10 years and my primary goal is to provide excellent service to our clients and their families. I want our clients to feel comfortable contacting me to access the many services we provide.  Within The Chapin Group, my role is to coordinate access to the team in a timely manner.

 I am a graduate of Chamberlayne School of Design at Mount Ida College with my B.S. of Design.  My husband David and my two boys Owen and Jack have resided in Mashpee for the past 14 years.  We are always on the move with lacrosse, soccer, basketball and many family activities. We pride ourselves on showing our children that hard work and determination will allow us to be successful in all aspects of our life.