Wealth advice that helps inspire confidence

[Estate planning] Mature couple looking out window

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Amani Y. Harris

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- MA
- MD
- MN
- MS
- NH
- NM
- OH
- OR
- TX
- UT
- VA
- WA
- WY
Amani is a First Vice President - Wealth Management, Portfolio Manager, and Financial Advisor with UBS. For over 20 years, he has applied great pride in his continuous quest to help provide clients a strategic view of their finances by helping clients preserve and grow assets for themselves, people they care about & causes they find important.

Amani began his career in the financial services industry in 2002 after earning his Master of Business Administration (MBA) degree from Seattle Pacific University. Prior to this, Amani served as US Army Officer with a total of 10 years in the Army after graduating from Cameron University with a Bachelor’s Degree in Accounting and the ROTC Leadership Program. These years of selfless service provide the focus on discipline, contingency planning, risk management for clients.

Amani also volunteers in organization focused on inspiring youth in education and career development. Amani enjoys golfing, snowboarding, chess and the relationships with family & friends.
925 4th Avenue
31st and 32nd Floors
Seattle, WA 98104

amani.harris@ubs.com

Amani Y. Harris

925 4th Avenue,Seattle,WA,98104
Julie Hall

Client Associate
View bio
Julie started in the Wealth Management business in June 2022 and brings over two decades of sales and real estate management experience to the team.

As a Client Service Associate, she utilizes her passion for building authentic relationships and coordinates seamlessly with clients and our team of investment advisors to support your financial goals.

She helps to ensure clients receive a consistent high-quality experience by not only delivering with attention to detail, dependability, and compassion, but also with the empathy gained from being a long-time Morgan Stanley client herself.

Being an avid “DIYer”, Julie spends her free time crafting, gardening, trying new recipes and working on home improvement projects.
925 4th Avenue
31st and 32nd Floors
Seattle, WA 98104

julie.hall@ubs.com

Julie Hall

925 4th Avenue,Seattle,WA,98104

Amani Y. Harris

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- MA
- MD
- MN
- MS
- NH
- NM
- OH
- OR
- TX
- UT
- VA
- WA
- WY
Amani is a First Vice President - Wealth Management, Portfolio Manager, and Financial Advisor with UBS. For over 20 years, he has applied great pride in his continuous quest to help provide clients a strategic view of their finances by helping clients preserve and grow assets for themselves, people they care about & causes they find important.

Amani began his career in the financial services industry in 2002 after earning his Master of Business Administration (MBA) degree from Seattle Pacific University. Prior to this, Amani served as US Army Officer with a total of 10 years in the Army after graduating from Cameron University with a Bachelor’s Degree in Accounting and the ROTC Leadership Program. These years of selfless service provide the focus on discipline, contingency planning, risk management for clients.

Amani also volunteers in organization focused on inspiring youth in education and career development. Amani enjoys golfing, snowboarding, chess and the relationships with family & friends.
925 4th Avenue
31st and 32nd Floors
Seattle, WA 98104

amani.harris@ubs.com

Amani Y. Harris

925 4th Avenue,Seattle,WA,98104
Julie Hall

Client Associate
View bio
Julie started in the Wealth Management business in June 2022 and brings over two decades of sales and real estate management experience to the team.

As a Client Service Associate, she utilizes her passion for building authentic relationships and coordinates seamlessly with clients and our team of investment advisors to support your financial goals.

She helps to ensure clients receive a consistent high-quality experience by not only delivering with attention to detail, dependability, and compassion, but also with the empathy gained from being a long-time Morgan Stanley client herself.

Being an avid “DIYer”, Julie spends her free time crafting, gardening, trying new recipes and working on home improvement projects.
925 4th Avenue
31st and 32nd Floors
Seattle, WA 98104

julie.hall@ubs.com

Julie Hall

925 4th Avenue,Seattle,WA,98104

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement planning

A leading global wealth manager

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A way forward

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

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.