Lasting relationships

Understanding what matters most to you

A team of rowers rowing a boat

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Two women laptop

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Alexis Bishop

    Alexis Bishop

    Executive Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

    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.

          1099 Hingham Street
          3rd Floor
          Rockland, MA 02370

          Alexis Bishop
          1099 Hingham Street,Rockland,MA,02370
        • AnnMarie

          AnnMarie Sullivan

          Client Associate

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                  55 William Street
                  3rd Floor
                  Wellesley, MA 02481
                  AnnMarie Sullivan
                  55 William Street,Wellesley,MA,02481
                • Susan

                  Susan Wolff


                  Market Supervisory Officer

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                  • CT
                  • MA
                  • NH
                  • PA
                  • SC

                  Susan Wolff is a Director and Market Supervisory Officer for the UBS Greater Boston Market, GWM Americas. As Market Supervisory Officer, Susan is responsible for overseeing compliance, legal and regulatory items for the entire Market consisting of 200 advisors. Susan works directly alongside Advisors, Support Staff and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. Susan has shifted her energy from volunteering to promoting our internal networking group known as All Bar None.  The mission is to educate, engage and empower women within the organization. Susan serves as Co-Chair Field Connectors for All Bar None Chapters across US branch and is Co-Chair of the Greater Boston All Bar None Chapter.

                  Prior to Susan's role as Market Supervisory Officer, she served as Market Administrative Officer working on managing operational and administrative matters for the Market. She previously led volunteer activities, organizing and implementing event as well as driving participation. She has made an impact in the community and strengthened the working relationships and team culture within our offices.  Prior to joining the Greater Boston Market, Susan was with the Hartford, Connecticut UBS location, formerly PaineWebber, as Complex/Risk Officer and Branch Administrative Manager.

                  Susan attended Temple University and holds FINRA Series 7, 8, 63, and 65 licenses. Susan and her husband, Brian of 32 years, reside in Lynnfield, MA. They have two children, Jenelle and Robinson, and one granddaughter. They will be welcoming their second grandchild this year. Susan enjoys spending quality time gardening, photography, volunteering for local community organizations and traveling.

                        One Post Office Square
                        32nd and 33rd floors
                        Boston, MA 02109
                        Susan Wolff
                        One Post Office Square,Boston,MA,02109
                      • Andrea

                        Andrea Kelley

                        Associate Director

                        Branch Operations Manager

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                        • MA
                        • NY
                        • VT

                        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.

                              Home Worker VT
                              Home Worker VT, VT 000
                              Andrea Kelley
                              Home Worker VT,Home Worker VT,VT,000

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                            UBS and Credit Suisse—stronger than ever

                            Global Wealth Report 2024

                            Crafted wealth intelligence

                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                            Gain additional insights into the trends shaping wealth in the US and around the world.

                            Download the report

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.8+ trn

                            UBS Group invested assets
                            As of 03/31/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager