Executive Director
Market Director
Lexie has 21 years of experience in the financial services industry. She is currently an Associate Director at UBS Wealth Management Americas and serves as the Branch Manager for the Boston South Shore office. She works with Financial Advisors and support staff members to build efficient, streamlined practices. This approach serves to deepen existing client relationships while identifying new opportunities for growth. Lexie uses her extensive knowledge and diversified experience in the financial services industry to provide a consistent, dedicated approach to coaching and management.
She has been with UBS for 19 years, originally joining PaineWebber from Smith Barney as an Operations Manager in the Boston Financial Advisor Training office in 2000. Since that time she has had a variety of roles including Financial Advisor, Branch Office Administrator, Regional Business Strategist, and Assistant Complex Director. In December of 2016 she became the Branch Manager for the Boston South Shore office located in Rockland, MA.
Lexie earned her BA in Finance from Simmons College in Boston, MA. She grew up in Falmouth, Maine and continues to spend time in her home state skiing and visiting the beaches. Lexie resides in the Seaport area of Boston.
Education
Credentials
Executive Director
Market Director
Lexie has 21 years of experience in the financial services industry. She is currently an Associate Director at UBS Wealth Management Americas and serves as the Branch Manager for the Boston South Shore office. She works with Financial Advisors and support staff members to build efficient, streamlined practices. This approach serves to deepen existing client relationships while identifying new opportunities for growth. Lexie uses her extensive knowledge and diversified experience in the financial services industry to provide a consistent, dedicated approach to coaching and management.
She has been with UBS for 19 years, originally joining PaineWebber from Smith Barney as an Operations Manager in the Boston Financial Advisor Training office in 2000. Since that time she has had a variety of roles including Financial Advisor, Branch Office Administrator, Regional Business Strategist, and Assistant Complex Director. In December of 2016 she became the Branch Manager for the Boston South Shore office located in Rockland, MA.
Lexie earned her BA in Finance from Simmons College in Boston, MA. She grew up in Falmouth, Maine and continues to spend time in her home state skiing and visiting the beaches. Lexie resides in the Seaport area of Boston.
Education
Credentials
Associate Director
Branch Operations Manager
Andrea has over 20 years of experience in the wealth management field leading teams in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018 she was a branch manager at Scottrade for over 14 years. When not at work Andrea enjoys spending time with her family, gardening and hiking. Andrea currently holds FINRA Series 7,9,10,63,66.
Associate Director
Branch Operations Manager
Andrea has over 20 years of experience in the wealth management field leading teams in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018 she was a branch manager at Scottrade for over 14 years. When not at work Andrea enjoys spending time with her family, gardening and hiking. Andrea currently holds FINRA Series 7,9,10,63,66.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
