UBS Financial Services
47yrs
Top advisor by experience in Birmingham
28yrs
Maureen Evans has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Birmingham, Michigan. After a year at Merrill and less than a year at J.P. Morgan Securities, Maureen joined UBS Financial Services in 2011, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 497 advisors with offices in Birmingham, and one of 479 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office325 North Old Woodward Ave Suite 200, Birmingham, MI 48009
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowUBS Financial Services Inc.Current firm
- Apr 2011 – Dec 2011MerrillPreviously
- Oct 2009 – Apr 2010J.P. Morgan Securities LLCPreviously
Contact Maureen
Local office(248) 645-6400Ask for Maureen. (201) 352-3000Main office · Weehawken, NJ 325 North Old Woodward Ave Suite 200Birmingham, MI 48009Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Maureen
Tailored to Maureen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Maureen
How do I contact Maureen?
Call Maureen’s local office at (248) 645-6400 or the UBS Financial Services main office at (201) 352-3000, and ask for Maureen Evans.
How long has Maureen been a financial advisor?
Maureen has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Maureen hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Maureen a fiduciary?
Maureen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maureen paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Maureen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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