Prior to joining UBS Financial Services Anne spent 23 years as a Financial Advisor with Smith Barney and RBC Wealth Management. Throughout her career, Anne has taken a special interest in educating women on the importance of financial planning and understanding the stock market.

Anne earned her degree from Lynchburg College. She and her husband, Hank, live in Falmouth with their daughters Devon & Kayla. She enjoys spending time at their camp in the Belgrade Lakes and watching her daughters play lacrosse.

Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA

Peter brings 40 years of experience in financial services, having started at Kidder Peabody in 1981. He and his team establish long-term partnerships with affluent clients and their families to help them make decisions on how to grow and preserve their assets with a focus on retirement, estate, and cash flow strategies.

Peter earned the Wealth Advisor designation after successfully completing UBS's rigorous Wealth Advisory and Wealth Management Program. Peter has a double major in economics and government from American University.

Peter and his wife, Marsha, reside in Falmouth with their dog, Tiger. They have a daughter, Kathryn, and a son, Benjamin. Peter is very involved in the community, especially with the Falmouth Memorial Library and Rotary International.

Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, MA, MD, ME, MN, MT, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA

John joined the firm in 1989 and works as a UBS Institutional Consultant. He is a member of the Investment Management Consultants Association and holds the IMCA® Certified Investment Management Analyst® designation. He provides assistance in investment policy development, asset class optimization, investment manager selection and performance evaluation to Maine and New Hampshire businesses, business owners, their families and the charitable organizations they support.

Originally from Exeter, NH, John resides in Cumberland with his wife, Alita, and their children Chase, Thomas and Jillian. 

Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, MD, ME, MN, MT, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA

After serving as a Captain in the U.S. Air Force, Peter began his career in securities industry as a regulator for the State of Wyoming. He then moved to Dain Bosworth as a municipal bond specialist, and in 1986, joined Kidder Peabody in Portland, ME, as a financial advisor. He is enthusiastic about portfolio customization using individual equities, bonds, mutual funds, and occasionally options in an effort to provide each client a customized experience.

Peter earned his bachelor's degree from Grove City College and his M.B.A. from the University of Wyoming. He has earned independent accreditation as a Certified Portfolio Manager.

Peter and his wife, Carolyn, reside in Yarmouth. Both are extremely active with Rotary International, helping to organize service projects in multiple countries. He also enjoys performing classical choral works with two Maine choruses.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA

Stephanie started in the financial services industry in 1999and joined UBS in 2000. Stephanie specializes in working with clients to
identify and prioritize financial goals, build a financial plan, and assist in crafting implementation strategies that lead to financial
success.

Stephanie graduated from the University of Maine with a Bachelor of Science in business administration and received her Certified Financial Planner TM designation in 2013. Originally from Auburn, ME, Stephanie resides in Scarborough with her partner, Benjamin, and their daughter, Amelia.

Registered States:
CA, FL, MA, ME, NH, NY, SC, VA, VT, WA

Lisa started in the financial services industry in 1987, joining UBS Financial Services in 1994.  Lisa's focus will be on the operational side of the wealth management business and she will be responsible for client account administration.  Lisa is here to solve problems, answer questions, provide solutions and proactively communicate important information to make sure clients have clarity about the administrative aspects of their relationship. 

Outside of the office Lisa enjoys spending time with her family.

Registered States:
CA, CO, CT, DC, FL, GA, IA, MA, ME, MN, MT, NC, NH, NV, NY, PA, RI, SC, UT, VA, VT, WA

Deborah's focus is primarily on customer interface. She takes great pride in her knowledge of the financial services industry and UBS operational procedures. With the administrative oversight of the group, she can be counted on to effectively handle all customer requests, including retail trades. Deb started in the financial services industry at Merrill Lynch in 1993 and has held positions at Smith Barney prior to joining UBS in 2009.

Deb has been awarded UBS's Culture Carrier award for the past consecutive four years and has also earned the UBS Outstanding Service Award in 2018. Deb resides in Turner Maine with her husband Bob and loves vintage shopping, boating, snowmobiling and
visiting the Maine Beaches.

Registered States:
AZ, CA, CO, CT, FL, HI, MA, MD, ME, NC, NH, NV, NY, OR, PA, RI, SC, TX, VA, VT, WI