Experience

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.

Andrea has over 18 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds the FINRA Series 7, 9, 10, 63, and 66 licenses.

Ken is one of the Assistant Market Heads in the Greater New England Market for UBS Wealth Management Americas, where he is responsible for a four state market with 11 offices.  He works with approximately 250 Financial Advisors entrusted with roughly $35 billion in client assets.  With an unwavering conviction to lead by example, Ken prides himself on being client centric and always wants to deliver the best possible service.

Background/Experience

Ken joined UBS in 2013 and has spent his time in various leadership roles including being the Operations Manager and Processing Manager for the New England and Upstate NY Markets. Prior to UBS, Ken held the position of Senior Business Service Manager with Morgan Stanley in Boston and the South Shore offices overseeing both the Support Staff and Operations. This experience along with Ken’s reputation for hard work, honesty and commitment, has added immense value to the Advisors and clients he works with every day.

Community and Family

As a community person, Ken has volunteered at the Relay for Life, and the Greater Boston Food Bank. He believes that supporting the community is essential to personal and professional development.
He and his wife, Aileen, reside in Cumberland, RI, with their 3 children where he spends time at the hockey rink, tennis court, and swimming pool to support his kids’ activities.  He also likes camping with the family, playing pickleball, and is an avid Boston Sports Fan.

Education and Licenses

Ken received a B.S. in Finance from The University of Massachusetts, Amherst, graduating with honors. He has his Series 3, 4, 7, 9, 10, 24, and 66 securities licenses along with his CEPA designation.