Senior Vice President–Wealth Management
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.
Senior Vice President–Wealth Management
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.
Senior Wealth Strategy Associate
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.
Education
Senior Wealth Strategy Associate
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.
Education
Authorized Officer
Senior Client Associate
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.
Authorized Officer
Senior Client Associate
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.
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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