Senior Vice President–Wealth Management
Financial Advisor
Credentials
Authorized Officer
Client Associate
Lorelei joined UBS in 2016. She has 6 years of experience in the financial services industry. Lorelei holds Series 7 and Series 66 securities licenses and insurance licensed in Life, Health, Accident & Variable Annuities. She has also earned her AAMS (Accredited Asset Management Specialist) designation through the College for Financial Planning.
Credentials