Experience

Lexie is the Market Director for the South Shore and Wellesley offices in the Greater Boston Market. She works with Financial Advisors and Team Associates 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 resolving issues.

She has been with UBS for 24 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 held a variety of roles including Financial Advisor, Branch Office Administrator, Regional Business Strategist, Assistant Complex Director and Branch Manager.

Lexie earned her BA in Finance from Simmons College in Boston, MA.  She grew up in Falmouth, Maine and enjoys skiing and spending time with family. Lexie resides in Scituate, MA with her Labrador Retriever, Boss.

Bryan serves as Market Director to the Coastal New England Market. With over a decade of experience in the Wealth Management Industry, he began his career building a successful business in Dallas, Texas before transitioning into several leadership roles. He is passionate about working with wealth management professionals to serve their clients, families, companies, and communities. He specializes in multigenerational planning, team structural development, and business growth, both new and organic.

In addition to his career in finance, Bryan is a former professional athlete, having played in the NFL for the Houston Texans and Green Bay Packers.

Outside of work, Bryan is driven to serve those around him.  He is active in the NFL Alumni Association, serving as the Treasurer in Dallas for multiple years.  He also participates in Rotary clubs nationally, with his home club being in Dallas and volunteers with local associations like We Share Hope and the Rhode Island Food Bank.

In his free time, Bryan enjoys practicing yoga, golfing, and exploring New England with his wife, Sara. 

Originally from Fort Worth, Texas and a SMU Alumni, Bryan lives in Narragansett with Sara and their two dogs, Myles and Rollie, where they all very much enjoy coastal living and the beach.

Jad and his team work to help their colleagues achieve their goals in an environment that is supportive and collegial. While leading the firm's businesses in Northern New England, Jad tries to spend as much of his time as possible focused on his "Why" – "Fostering a culture of passion and empathy so that people feel good about who they are and what they do." Above all else, Jad believes that culture is the most important component to employee satisfaction, and employee satisfaction is the most important component to client satisfaction. With this premise at the forefront of the management team's leadership efforts, the group strives to foster people before business – and good results seem to follow.

Jad developed this "culture first" approach over the course of his 25 year career. His previous roles include Branch Manager for the UBS offices in Bethesda MD and Columbus OH, as well as Head of Field Integration during the firm's acquisition of Piper Jaffray. Prior to joining UBS he held various management positions at Prudential Securities and was a Financial Consultant with Merrill Lynch.

Jad is a graduate of the University of Notre Dame with a Bachelors in Business Administration, and he has an MBA from Wheeling Jesuit University. In addition, he has attended several executive education programs including Harvard's High Potentials Leadership Program and the Authentic Leadership Development Program, Stanford's Interpersonal Dynamics for High Performing Executives, and the Securities Industry Institute at the Wharton School.

He is a past president of the Yarmouth Football Program. He is also a current volunteer for Habitat for Humanity and enjoys supporting members of his office in their fundraising efforts for various causes. He is also a Board Member for Make a Wish Foundation of Maine and Chairman of the Board for Big Brothers-Big Sisters of Southern Maine.

It’s been said that time stands still for nobody—myself included. Reflecting on my 30 years as a financial advisor and current branch manager at UBS fills me with deep gratitude. Following a brief NFL career after earning my bachelors and masters degrees, I will never forget those first clients who took a chance on an aspiring young professional and believed in my abilities to help them achieve and maintain financial security. Their early trust made a lasting impact on my career path of incremental success. In many instances, what began as individual relationships has, over time, grown into something much more meaningful: guiding not only those original clients but now working with their children and other family members as well. This journey has reinforced that the way I support my clients and lead a team is about far more than a transaction—it’s about relationships built on listening, trust, and a shared commitment to long-term goals. What I learned decades ago still rings true. Here’s to 30 more years…and then some!

Robert is an Executive Director and Market Director responsible for leading the UBS wealth management businesses in Buffalo and Jamestown, NY. Robert joined UBS in 2006 and held a variety of leadership roles throughout his tenure at the firm. He began his UBS career as an investment analyst in our New York headquarters office working with industry leading Financial Advisors and high net worth clients on investment planning and portfolio construction. Robert then ascended into leadership roles where he served as a Sales Manager and Assistant Complex Director in New York City. In May 2015, Robert was promoted to Branch Manager in Westport, CT and most recently served as the Branch Manager of our Paramus, NJ office.

Prior to UBS, Robert was a regional sales specialist for Dreyfus Investments with responsibilities for mutual fund and separately managed account sales. Originally from Upstate New York, Robert began his career as a Financial Planner at Sagemark Consulting in Rochester, NY. 

Robert received a Bachelor's degree in Economics from the University at Buffalo and a Master of Science in Finance from Simon Business School at the University of Rochester. 

Robert has earned the CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) certifications. He also holds the Series 3, 7, 9, 10, 63 & 65 securities licenses and state Life & Health Insurance licenses.

Robert lives in Pittsford, NY with his wife, Jaclyn and their two sons. In his free time he enjoys spending time with his family, skiing and golf. Robert also enjoys giving back to the community in various ways. He most recently served as a mentor with the American Corporate Partners organization which provides mentorship and career coaching to transitioning military veterans.

Susan Wolff is a Director and Market Supervisory Officer for UBS Greater New England Market, GWM Americas.  The Greater New England Market is located in Massachusetts, Rhode Island, New Hampshire, Maine, Vermont, upstate New York as well as locations in Western Pennsylvania.  As Market Supervisory Officer, Susan is responsible for overseeing compliance, risk, legal and regulatory items for the Market area which consists of over 400 advisors,  Susan works alongside Advisors, their teams, home officer departments and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. 

Prior to Susan’s role as Market Supervisory Officer, she served as Market Administrative Officer working and managing operational and administrative matters for the Market.  In addition to her current role she previously focused her energy on leading volunteer activities, organizing and implementing events. She has promoted our internal networking group, All Bar None, who’s mission is to educate, engage and empower women within the organization.  Susan was one of the founding Co-Chairs of the local Chapter of All Bar None in Boston. In addition she previously served as Co-Chair Field Connectors for All Bar None Chapters across US branches.

Susan attended Temple University and holds FINRA Series, 7, 8, 63 and 65 licenses. She and her husband, Brian, of 36 years have two children and two grandchildren.  Susan enjoys spending quality time with her family, as well as gardening, photography, reading and traveling.

As the Market Administration Officer for Greater New England, Tom is instrumental in overseeing the administrative functions and ensuring smooth operations across the region. Prior to this, Tom held the role of Client Experience Director starting in January 2023, where he focused on enabling Financial Advisors and their teams to spend more time with clients by simplifying business processes.

Before his role in Client Experience, Tom was the Branch Office Manager of the Boston North Shore Branch from November 2015, concentrating on relationship building, office culture, and customer service. From 2007 to 2015, Tom served as the Regional Administrative Officer (RAO) for the New England Region, overseeing Operations functions and Client Service Associates across 26 branches in New England and New York State.

Earlier in his career, Tom was the Administrative Manager for the Downtown Boston office from 2002 to 2007, handling Compliance, Operations, and oversight of Client Service Associates. Before joining UBS Financial Services, Tom worked as a Regional Compliance Officer with Wachovia Securities/First Union Securities from 2000 to 2002. He began his career with Oppenheimer & Co in New York in 1986 and later relocated to Boston in 1993 to open the Oppenheimer office, where he served as the Operations & Compliance Manager.

Tom holds series 3, 7, 63, 8, and Insurance licenses. He and his wife Meghan live in Marblehead, MA, with their two children, Ceallagh, 25, and Liam, 23, as well as their Portuguese Water dog, Fin. In his spare time, Tom enjoys golf and jogging.

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.