Authorized Officer
Senior Wealth Strategy Associate
Melissa manages the day-to-day client service and operational responsibilities for the team, with a focus on providing first-rate service. She works closely with clients in the development of comprehensive financial plans that are tailored to the achievement of their financial and retirement goals. With a passion for problem solving, Melissa’s attention to detail and proactive approach have been instrumental in building long-lasting client relationships.
Prior to joining UBS, Melissa was a senior client service associate at Credit Suisse Securities. She earned her B.S. in business administration from Bryant College and holds the Series 7 and 63 securities licenses.
Melissa and her husband live in Arlington, MA with their two young children. In addition to spending time with her family, she enjoys sports and travel.
Education
Credentials
Authorized Officer
Senior Wealth Strategy Associate
Melissa manages the day-to-day client service and operational responsibilities for the team, with a focus on providing first-rate service. She works closely with clients in the development of comprehensive financial plans that are tailored to the achievement of their financial and retirement goals. With a passion for problem solving, Melissa’s attention to detail and proactive approach have been instrumental in building long-lasting client relationships.
Prior to joining UBS, Melissa was a senior client service associate at Credit Suisse Securities. She earned her B.S. in business administration from Bryant College and holds the Series 7 and 63 securities licenses.
Melissa and her husband live in Arlington, MA with their two young children. In addition to spending time with her family, she enjoys sports and travel.
Education
Credentials
Senior Client Associate
Heidi McCaigue is a Senior Registered Client Service Associate. She has over 20 years of experience in the financial services industry. Heidi prides herself in providing exceptional and quality client service. Heidi currently holds her Series 7 and 66 securities licenses and provides notary services for our clients.
Prior to joining UBS in 2008 Heidi was a Senior Registered Client Service Associate at Wachovia Securities.
Heidi lives in Burlington. In her spare time, Heidi is involved with local animal shelters. She enjoys music and travel as well as spending time with her dog, family and friends.
Senior Client Associate
Heidi McCaigue is a Senior Registered Client Service Associate. She has over 20 years of experience in the financial services industry. Heidi prides herself in providing exceptional and quality client service. Heidi currently holds her Series 7 and 66 securities licenses and provides notary services for our clients.
Prior to joining UBS in 2008 Heidi was a Senior Registered Client Service Associate at Wachovia Securities.
Heidi lives in Burlington. In her spare time, Heidi is involved with local animal shelters. She enjoys music and travel as well as spending time with her dog, family and friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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