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In providing wealth management services to clients, we offer both investment advisory and brokerage services, which are separate and distinct and differ in material ways. For information,
including the different laws and contracts that govern, visit ubs.com/workingwithus. © UBS 2016. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member
FINRA/SIPC. AD_16.00_9x5.5_MH1025_TenS
We work closely with families whose lives and financial
well-being have been positively impacted by shale.
Family Wealth Management Partners
UBS Financial Services Inc.
One City Center, 7th Floor, Portland, ME 04101
866-791-5512
We take a team approach. We think you should, too.
For some of life's questions, you're not alone.
Together we can find an answer.
ubs.com/team/fwmp
Teamwork
Working together on your goals
We measure
our success by
your success
© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. WCS-3471503
Wells Fargo Middle Market Banking makes it our business to know your business. We take the time to listen and learn about your business
along with its growth opportunities and challenges, so we can offer relevant and informed recommendations. Let's start a conversation today.
Rob Small, Senior Vice President • 207-939-7436 • rob.small@wellsfargo.com
David Ott, Vice President • 207-776-6224 • david.j.ott@wellsfargo.com
Regional Banking Office: 2 Portland Square, Floor 1, Portland, ME 04101
Middle Market Banking services
Credit and financing • Treasury management • Investment banking*
Asset management* • International and trade services • Merchant services • Insurance*
* Investment products: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
