Kennebunkport, ME Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$761,713,741,255
ClientsTotal clients
1,098,059
AdvisorsAdvisors at this office
2
Of 9,322 advisors across 992 offices
Location
Kennebunkport ME
Advisors at this office
2
Advisors at this office
Daniel M
Series 63, Series 65
Kennebunkport, ME
UBS Financial Services
Daniel Miles is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at UBS Financial Services since 2009. Outside of his advisory role, he serves as a member of the Advisory Finance Board for the Town of Wilbraham, providing advice on the town’s budget matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining wealth management services with institutional trading capabilities and proprietary research to tailor investment plans to clients’ goals and risk tolerances.
Thomas G
Series 63, Series 65
Kennebunkport, ME
UBS Financial Services
Thomas Gower III is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2002 and holds the Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")