As Branch Manager for the UBS Wellesley office, Brittany serves as a partner and coach for her Financial Advisors, helping them grow their businesses and create scalable and repeatable business and service models. She believes in the importance of maintaining a collaborative and culturally positive environment in her branch focused on creating the best client and employee experience.
Brittany began her career with UBS as a member of the WM Americas Graduate Talent Program, a two year rotational management program designed to provide broad exposure to various business areas throughout UBS. She then served as a field consultant partnering with Financial Advisors to develop tailored wealth planning strategies to meet the complex needs of their high net worth clients and providing education on financial planning strategies and techniques, with a particular focus on estate planning and wealth transfer strategies. Before joining the Wellesley office, Brittany was the UBS Branch Manager for Concord and Manchester, NH. Prior to that she served as the Assistant Complex Director for the Metro Boston Complex.
Brittany graduated from Bowdoin College with a B.A. in Economics. In her professional career she has attained the CERTIFIED FINANCIAL PLANNER(TM) certification, Certified Investment Management Analyst® designation, Chartered Retirement Planning Counselor(SM) designation, and Chartered Life Underwriter® designation. She and her husband, Jeff, live in Lexington with their two children and golden doodle.
Registered States:
MA, NH
