Brie is a financial services professional with over 10 years of experience building and managing client relationships. Throughout her career as a Relationship Banker, she worked closely with a wide range of clients, including retail, small business, and high-net-worth individuals. In this role, she cultivated and maintained strong relationships by providing personalized financial guidance, assisting with account management, and identifying solutions tailored to each client’s needs. She also partnered regularly with financial advisors, helping to deepen client relationships and strengthen overall financial strategies
This experience provided her with a strong foundation in client service, attention to detail, and proactive problem-solving, which she now brings to her role at Lobo & Pascale Wealth Management. She continues to work alongside advisors to deliver a high level of service and contribute to comprehensive financial planning and long-term client relationships. She is focused on growing her knowledge within the wealth management space and helping clients achieve their long-term financial goals.
Outside of work, Brie enjoys spending time with her family, especially her four nieces and nephew. In her free time, she enjoys exploring new places and activities with her dog and is always on the lookout for the next great restaurant, often turning it into a friendly competition with her dad.