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Lexington Wealth Adds Wells Fargo Team
Vanessa Doctor
4 January 2012
Lexington Wealth Management, a Massachusetts-based, fee-only financial advisory firm, has added three senior officers to its team. Mark Carley joins as a managing director, while Frank Censullo and Scott Klein join as senior relationship managers. The trio latterly worked at Wells Fargo and was part of the original team at Tanager Financial Services, collectively bringing around two decades of experience in wealth management in the Boston area. The additions are intended to strengthen Lexington’s offering for its “core base of clients with net worth from $2 to $20 million,” as well as expand the firm’s presence among complex work with UHNW families, said Mike Tucci, president of Lexington Wealth Management. Lexington, which has a presence in Boston and Manhattan, recently decided to move to a larger office complex to accommodate a growing client base.