Experience

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.

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.