Let's move forward. Together.

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Alexandra "Ali" Burton

Associate Director

Financial Advisor

Alexandra (Ali) Burton is a CERTIFIED FINANCIAL PLANNER™ with the Berkoff Plitt Group at UBS. She specializes in customized investment advice and financial plans for high-net-worth individuals and families.

Ali began her UBS career in 2017. She has spent that time both in management roles and as a Financial Advisor.

Ali graduated Magna Cum Laude with a BA in Sociology and a minor in Spanish from Hawai’i Pacific University. She holds her Series 7, 66, 9, and 10 FINRA Securities Licenses as well as her Life & Health Insurance License.

She currently resides in New York City. In her spare time, Ali likes to travel, play the New York Times Crossword, and rock climb.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

299 Park Avenue
New York, NY 10017
  • (212) 333-8864

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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UBS and Credit Suisse—stronger than ever

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Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 03/31/2024

51 countries

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