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Egle B
Series 66
Hyannis, MA
UBS Financial Services
Egle Bakunaite is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Osaic Inc, and The Cooperative Bank of Cape Cod. Outside of her advisory work, she is a wholesale member of Young Living Essential Oils, a multi-level marketing company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.
Patrick M
Series 66
Hyannis, MA
UBS Financial Services
Patrick Murphy is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following positions at Eastern Bank and Cortina Business Management. Murphy serves on the board of directors for the Estate Planning Council of Cape Cod. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and risk-tailored investment strategies.
James T
CFP®, Series 66
Hyannis, MA
UBS Financial Services
James Tenaglia is a CFP® with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Hyannis, MA. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of directors and as clerk for the Cape Cod Chamber of Commerce and is involved with the Massachusetts Maritime Academy, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based planning, portfolio management, and capital markets activities.
Maria F
Series 63, Series 66
Hyannis, MA
UBS Financial Services
Maria Ferguson is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Edward Jones for 14 years before joining UBS in 2026. Maria holds Series 63 and Series 66 credentials. Outside of her advisory role, she volunteers with nonprofit organizations focused on financial empowerment and community events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients' goals and risk tolerances.
Bradd C
Series 63, Series 65
Hyannis, MA
UBS Financial Services
Bradd Cuppels is a financial advisor with UBS Financial Services in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.
Kevin D
Series 66
Hyannis, MA
UBS Financial Services
Kevin Ducie is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Flower Angels USA and is involved with Cape Kid Meals, contributing to efforts addressing food insecurity on Cape Cod. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.
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