Client Service Associate

Brandi Racine

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As a Client Service Associate for Clearwell Advisors, Brandi Racine provides the highest quality of services to clients at Clearwell while bringing along a background in annuities, life insurance and wealth management.

Brandi started her career out at a small private equity firm. She was then a stay-at-home mom for seven years. She then worked at UBS Financial Services as a Client Service Associate with a robust book of business. She handled managing the fund line-ups for each account, quarterly reviews and daily communications to clients and prospects.

Brandi is married to Ryan Racine who works at Wells Fargo as an Advisor. They have two boys who are involved in youth hockey, and in her free time Brandi loves to travel, explore her native city of Tampa, attend sporting events, and being outside! Volunteering is a priority for Brandi and she loves to volunteer her time at her children’s school, church and local non-profits.

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