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 (Apple), 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 (Apple), family and friends.
Authorized Officer
Senior Wealth Strategy Associate
Melissa Courtney is heavily involved in the day to day operations of our team with a focus on providing superior customer service and financial planning. She is a problem solver by nature and has a true passion for helping clients plan for and achieve their specific financial and retirement goals. Her attention to detail, proactive approach and professionalism have been instrumental in building long term relationships with clients.
Melissa has over 15 years of experience in the financial services industry. Prior to joining UBS, Melissa has worked at BlackRock, Bernstein Global Wealth Management, and Credit Suisse. She has obtained her CFP® certification and holds her Series 7 and 63 securities licenses. She has a B.S. in Finance from Bryant College in Smithfield, RI.
Melissa and her husband live in Arlington, MA with their two children. In addition to spending time with her family, she enjoys sports, reading, and travel.
Authorized Officer
Senior Wealth Strategy Associate
Melissa Courtney is heavily involved in the day to day operations of our team with a focus on providing superior customer service and financial planning. She is a problem solver by nature and has a true passion for helping clients plan for and achieve their specific financial and retirement goals. Her attention to detail, proactive approach and professionalism have been instrumental in building long term relationships with clients.
Melissa has over 15 years of experience in the financial services industry. Prior to joining UBS, Melissa has worked at BlackRock, Bernstein Global Wealth Management, and Credit Suisse. She has obtained her CFP® certification and holds her Series 7 and 63 securities licenses. She has a B.S. in Finance from Bryant College in Smithfield, RI.
Melissa and her husband live in Arlington, MA with their two children. In addition to spending time with her family, she enjoys sports, reading, and travel.
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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