Let's move forward. Together.

Segil Wealth Management Profile Photo

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Joel Segil Profile Photo

    Joel Segil

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CT
    • FL
    • HI
    • IL
    • MA
    • MD
    • MI
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • TN
    • TX
    • VA
    • VT
    Joel brings over 20 years of financial services expertise. Previously, he held a position with Merrill Lynch. With a strong desire to help people pursue their financial goals, Joel's goal is to be the "go-to" person for each of his clients. He holds Series 7 and 66 securities licenses as well as insurance licenses. Joel lives with his wife, Rosie, and their two daughters, Alix and Jenna in Marblehead.

          8 Essex Center Drive
          2nd Floor
          Peabody, MA 01960
        • Lindsay Lobao Profile Photo

          Lindsay Leigh Lobao

          Senior Wealth Strategy Associate

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          • CA
          • CT
          • FL
          • MA
          • ME
          • MI
          • NH
          • NJ
          • NV
          • NY
          • OH
          • PA
          • RI
          • TN

          Lindsay, a second generation Financial Advisor, has worked in the financial services industry since graduating college in 2002. Previously, she held a position with Morgan Stanley. Lindsay earned a bachelor's degree in Marketing from Roger Williams University in RI. She holds Series 7 and 66 securities licenses as well as life, and health insurance licenses. Lindsay's knowledge lies in detailed Financial Planning. Lindsay lives with her husband, Joe, and daughters, Julia, Gianna, and Leigha in Stoneham.

            • Roger Williams University, Marketing
              8 Essex Center Drive
              2nd Floor
              Peabody, MA 01960
            • Sandra Barnatchez Profile Photo

              Sandra Barnatchez

              Authorized Officer

              Senior Client Associate

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              • AZ
              • CA
              • CT
              • FL
              • MA
              • ME
              • NC
              • NH
              • NJ
              • NY
              • PA
              • RI
              • SC
              • TN
              • VA
              • VT
              • WA
              • WY

              Sandy has over 25 years of experience in the financial services industry. She began her career with Merrill Lynch as an Operations Manager and later a Compliance Officer. She joined UBS in 2011 as a Senior Registered Service Associate; her primary responsibilities are client focused, from opening and servicing new relationships to the ongoing client experience. Sandy takes pride in developing close relationships and true understanding of all our clients' individual needs and situations. Sandy holds the Series 3, 7, 9, 10 and 63 licenses.

                    8 Essex Center Drive
                    2nd Floor
                    Peabody, MA 01960

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

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                  UBS is a world-leading wealth manager

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