Experience

Andrea is committed to delivering the value of “white glove service” to clients while working to help them understand their finances. She especially brings this care to helping clients who have recently experienced a major life event.

Before joining UBS in 2015, Andrea gained 13 years of experience at Merrill Lynch and Raymond James as a Client Service Associate. Raised in Midland, Andrea has deep roots in her community. She has been an active volunteer with Keep Midland Beautiful, High Sky Children’s Ranch, Midland Soccer Association, Meals on Wheels and the West Texas Food Bank Summer Service Program. Andrea enjoys watching the West Texas sunsets, traveling and spending time with her family.

Education and certifications

B.S., Texas State University
Series 7 and 66 securities licenses

Lydia is an integral part of 1945 Wealth Advisors, whose expertise lies in enhancing operational efficiency. She guides clients through the process of opening accounts, completing documentation, and communicating across UBS teams. She is passionate about providing exceptional client service and provides key administrative and account management support to the team.

Lydia proudly served in the U.S. Army for 10 years before making Midland her home. She worked as an Emergency Dispatcher and then chose to transition into finance with UBS, joining the firm in 2022. Lydia is a loving mother of three. You can often find her enthusiastically cheering on her children at their sports and extracurricular activities and generously volunteering for school and church events.

Education and certifications

B.A., Psychology, Keiser University

Series 7 securities licenses

Securities Industry Essentials