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
More profiles to browse
Kristine Porcaro
President, Co-Founder
MT
Michael Tucci
CEO and Co-Founder
Mark Carley
Managing Director
JH
Jason Hastings
Senior Wealth Advisor
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank