Senior Wealth Strategy Associate
I am a graduate of Central Connecticut State University and have been with the team since 2016. I graduated with a Bachelor's Degree in Business Management. I am fully registered with my Series 7, 66, and Life Insurance/Annuities. Our group relies on me for research, analysis, trading, and financial planning in my role as a Senior Wealth Strategy Associate. I am a sports enthusiast, playing basketball and golf as often as I can. I also coach high school boys basketball for the town of East Lyme, where my wife, son, and I currently reside. I am a strong believer in what this team has to offer and look forward to continuing strong partnerships with new and existing clients alike.
Education
Senior Client Associate
Abigail has been a dedicated member of UBS Financial Services since 2009, bringing more than 30 years of experience in the financial services industry. As a Senior Client Service Associate, she plays a key role in client account administration, workflow coordination, and fostering strong client relationships through exceptional service and attention to detail. Abigail is known for her commitment to supporting both her team and clients with professionalism and care. Outside of work, she enjoys spending time with her three dachshunds-Annabelle, Emma, and Lucy-and is an avid gardener, DIY enthusiast, and passionate about home improvement projects.
Client Associate
I started with the team in June of 2025 soon after graduating from Hamilton College. I earned my bachelor’s degree as an Economics major with a minor in American Studies. While in college, I played for the Hamilton baseball team and was involved in the Finance Club, Student Athlete Advisory Council, and the Community Outreach and Opportunity Project. As a Client Associate, I am involved in research, analysis, and client account administration for the team. I currently live in East Lyme, CT. I am an active person, movie fanatic, avid golf player, decent skier, and love all things sports. I am excited to continue to meet our clients and serve their financial needs.