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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Amanda joined UBS in August of 2015. She is a CERTIFIED FINANCIAL PLANNER™ professional and also holds her Certified Exit Planning Advisor designation. Prior to joining UBS, Amanda was a Private Advisor with BB&T Wealth, and had worked with the bank for over five years. Amanda earned a B.A. in economics and government from the University of Virginia.
Amanda serves as a volunteer on the International Committee of the Houston Livestock Show & Rodeo, and as a member of the Women's Finance Exchange.
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Amanda joined UBS in August of 2015. She is a CERTIFIED FINANCIAL PLANNER™ professional and also holds her Certified Exit Planning Advisor designation. Prior to joining UBS, Amanda was a Private Advisor with BB&T Wealth, and had worked with the bank for over five years. Amanda earned a B.A. in economics and government from the University of Virginia.
Amanda serves as a volunteer on the International Committee of the Houston Livestock Show & Rodeo, and as a member of the Women's Finance Exchange.
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
