UBS Boston, South Shore
Lexie has 24 years of experience in the financial services industry. She is currently a 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 22 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 Scituate, MA with her chocolate Labrador, Boss.