Investment Associate
Lisa Angeline is an Investment Associate with over 20 years of experience in the Financial Services Industry. Prior to joining UBS, Lisa worked as a Sales Assistant for Nori, Hennion Walsh and later for Tucker Anthony/RBC Dain Rauscher. Lisa and Jesse have worked together to identify and implement strategies that provide their clients with the tools to realize their financial goals. Lisa holds her series 7 and 66 securities licenses.
Investment Associate
Lisa Angeline is an Investment Associate with over 20 years of experience in the Financial Services Industry. Prior to joining UBS, Lisa worked as a Sales Assistant for Nori, Hennion Walsh and later for Tucker Anthony/RBC Dain Rauscher. Lisa and Jesse have worked together to identify and implement strategies that provide their clients with the tools to realize their financial goals. Lisa holds her series 7 and 66 securities licenses.
Senior Client Associate
Nancy has 20 years of experience in the Financial Services Industry, Nancy came to UBS in 2009 from Morgan Stanley, and prior to that she was with Wachovia Securities and Smith Barney, where she began her career in financial services. Nancy embraces the team's guiding principles and client focus and places exceptional service as her top priority. She places equal importance on all client issues or concerns and sees them through to completion.
Nancy received her B.A. in Business from The New York Institute of Technology in Old Westbury, NY and holds her Series 7, 63, Insurance License: Life, Health and Annuities and is also a NYS Notary. Outside of UBS, Nancy resides in Massapequa, NY with her family.
Senior Client Associate
Nancy has 20 years of experience in the Financial Services Industry, Nancy came to UBS in 2009 from Morgan Stanley, and prior to that she was with Wachovia Securities and Smith Barney, where she began her career in financial services. Nancy embraces the team's guiding principles and client focus and places exceptional service as her top priority. She places equal importance on all client issues or concerns and sees them through to completion.
Nancy received her B.A. in Business from The New York Institute of Technology in Old Westbury, NY and holds her Series 7, 63, Insurance License: Life, Health and Annuities and is also a NYS Notary. Outside of UBS, Nancy resides in Massapequa, NY with her family.
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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