Alyssa has been with UBS since 2016, and joined The Haynes Group in 2019. Alyssa works with clients and their families to create customized financial plans based on their financial and personal goals. She provides solutions and guidance on all aspects of your financial life, whether you're purchasing a home, financing education, or planning for retirement.

Alyssa is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 7 and 66 licenses. Prior to UBS, she worked in financial services at Credit Suisse and Brown Brothers Harriman. She graduated from Simmons University in 2012 with a Bachelor's degree in Finance.

Alyssa is on the Steering Committee for All Bar None Greater Boston Chapter, an organization which engages, educates, and empowers employees to promote the professional advancement of women at UBS. She lives in Scituate, MA with her husband, and in her free time she enjoys traveling and spending time with family and friends.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TN, UT, VA, VT, WA, WV

Sue has 35 years of experience in the Financial Services industry, the last 17 of which she has been working with The Haynes Group at UBS. She holds the Series 7, 8 and 63 licenses. Her primary focus is in providing exemplary client service. She excels at meeting the various and complex administrative needs of clients in today's financial world. Sue lives on the North Shore of Boston. In her spare time, she is a professional violinist and enjoys walking, reading, volunteering at charity events, and spending time on Cape Cod with her family.

Registered States:
CA, CO, CT, FL, IL, MA, MD, ME, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WV