Knowledge, experience, leadership And the confidence to pursue your goals

Kirsten is a Vice President and Financial Advisor with The Taylor Group at UBS Financial Services. Kirsten began her career in the securities industry in 1995 with Merrill Lynch before joining Jim Taylor at Smith Barney in 1997 and has remained a part of the team through the transition to UBS.

Kirsten works primarily with corporate executives, business owners and their families to develop, implement and monitor a comprehensive and flexible financial plan which can be adapted to today's ever changing economic and market environment. Kirsten is known for her attention to detail and ability to listen carefully to her clients' needs. It is her belief that relationships do not merely exist, but are created and cultivated through hard work and good communication, and she pledges a lifelong dedication to helping her clients realize their financial goals.

Kirsten is a cum laude graduate of the University of Maine in Orono. She has attended a number of educational workshops and seminars geared toward wealth management and planning. She is FINRA Series 7, 63 & 65 licensed. She also maintains her life insurance and variable annuity licenses in several states.

Kirsten is actively engaged in her community. She currently serves as the Chair of the Steering Committee for the Bangor Region Leadership Institute. As a graduate of the Class of 2013 she takes great pride in strengthening the leadership skills of her fellow citizens so they may go on to become strong contributors and supporters to the many important nonprofit organizations that are vital to the health and success of the Bangor, Maine region.

Kirsten has also served on the Task Force for the Financial Planning Associations annual FPA Retreat conference and will be chairing the task force for the 2019 conference.  The Financial Planning Association is an international membership organization for CERTIFIED FINANCIAL PLANNER(TM) professionals whose primary aim is to elevate the profession that transforms lives through the power of financial planning.

Kirsten is happily married to her high school sweetheart, Scott, and loves spending time with their young daughter, Samantha doing whatever puts a smile on her face. In her spare time she enjoys reading, traveling, enjoying their lake house and any activity that keeps her physically fit.

For more information on The Taylor Groups services and my teammates please visit our website at: http://www.ubs.com/team/thetaylorgroup

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President-Wealth Management

March 2009 - Present

Smith Barney

Vice President-Wealth Management, Financial Advisor

December 1999 - February 2009

Smith Barney

Registered Sales Associate

August 1997 - November 1999

Merrill Lynch

Registered Sales Associate

November 1995 - July 1997

Accomplishments

  • Blue Chip Council Award, Smith Barney, 1999 - 2001
  • Financial Planning Specialist Designation, Smith Barney, 2005
  • Gary Creaser Volunteer of the Year Award, 2014

Education

  • Graduate of Bangor Region Leadership Institute, Class of 2013
  • University of Maine, Orono. Bachelor of Science in Education and a minor in Psychology
  • CERTIFIED FINANCIAL PLANNER™(TM)

Licenses

  • Series 65, Investment Advisor Representative
  • State of Maine, Life Insurance and Annuity Licensed
  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent

Personal & Community

  • Financial Planning Association, Member and Chair for 2019 Retreat Task Force
  • Bangor Region Leadership Institute, Steering Committee Member,Chair
  • Maine & Company, Bangor Advisory Committee Member

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, KS, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA, WI