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Elizabeth Zuik Lavoie

Senior Advisor, Wealth Advisor & Director

Lexington Wealth Management

United States, Massachusetts, Boston

About Me

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

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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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