Mrs. Kirsten Ismail, CFP®

UBS Financial Services

Contact Details

UBS Financial Services
FPA Annual Conference 2015 Attendee
FPA Annual Conference 2017 Attendee
FPA Annual Conference 2018 Attendee
FPA Retreat 2015 Attendee
FPA Retreat 2016 Attendee
FPA Retreat 2017 Attendee
FPA Retreat 2018 Attendee
FPA Retreat 2019 Attendee


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After gaining insight from her experience with equity compensation plans she understands the benefits of creating a personalized strategy to maximize the various compensation plans offered by employers. She works primarily with corporate executives, business owners and their families to develop, monitor and implement a comprehensive and flexible financial plan which can be adapted to today's ever changing economic and market environment.



University of Maine
Bachelor of Science
1990 To 1994

Job History

UBS Financial Services Inc
Vice President - Wealth Management
Boston, MA, United States
February 2009 - present

Morgan Stanley Smith Barney
Financial Advisor
August 1997 - February 2009