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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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.
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.
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.
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.
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.”
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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