Financial planning and beyond

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.

Woman lobby

Alexandra Jamieson, CFP

Financial Advisor

I joined UBS Financial Services in 2015 and I hold all of the required licenses for securities, life insurance, long-term care, variable annuities and, in addition, I am a CERTIFIED FINANCIAL PLANNER™.

I earned a degree in Civil Engineering from the Rochester Institute of Technology, and initially worked as a civil engineer and later as a mortgage underwriter. These diverse work experiences allowed me to hone both my analytical and creative skills. I have transferred these talents to the science and art of investing for the benefit of my clients and their changing financial needs.

I am a Baltimore native and an ardent Orioles baseball fan. My husband and I enjoy gardening, cooking and hiking. Our two young children keep us very busy and clearly focused on the future.

Registered States:
  • CA
  • CT
  • DC
  • DE
  • FL
  • IN
  • KS
  • LA
  • MD
  • MN
  • NC
  • NJ
  • NV
  • NY
  • MA
  • OH
  • OK
  • PA
  • SC
  • TX
  • VA

Education

  • Civil Engineering , Rochester Institute of Technology

Credentials

  • CERTIFIED FINANCIAL PLANNER™
500 East Pratt Street
11th Floor
Baltimore, MD 21202
  • (410) 576-3272

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

UBS Wealth Way

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

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