Betsy provides investment management and financial planning and works closely with a diverse group of new and long-term clients that includes doctors, scientists, lawyers, business owners and divorcing individuals. She is also a member of Lexington’s Investment Committee. Prior to joining Lexington Wealth Management, she spent nine years as an investment officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high-net-worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007. In 2006, she was a


Elizabeth Zuik Lavoie
Senior Advisor, Wealth Advisor & Director
Lexington Wealth Management
United States, Massachusetts, Boston
About Me
Profile Information
Senior Advisor, Wealth Advisor & Director
Lexington Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Oct 5, 2024
Work Experience
Lexington Wealth Management
Senior Advisor Jun 2016 - Present
Email: elizabeth.lavoie@lexingtonwealth.com
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