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$5+ trillion
In invested assets globally
As of 11/07/2023
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
Senior Vice President–Wealth Management
Financial Advisor
Amy began her Wall St. career at Lebenthal & Co. a leader in municipal bonds. In an effort to strengthen her desire to provide clients a comprehensive wealth management experience Amy joined UBS in 2006. Amy’s practice is built upon the well-established relationships and experience she has developed in her over three decades in the business. Offering a customized and personal approach to wealth management, Amy takes the time to learn what’s most important to her clients through a detailed discovery and planning process that continues throughout their relationship to help her clients achieve their evolving short and long-term financial goals.
Amy resides in the North Shore of Long Island living with her husband and son, and frequently visiting with her daughter who lives in Jersey City. While not working Amy enjoys golf, outdoor adventures, and spending time with family and friends.
Amy has strong ties to the Port Washington community through affiliations with her Temple, Hadassah, and her support of local charities.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Amy began her Wall St. career at Lebenthal & Co. a leader in municipal bonds. In an effort to strengthen her desire to provide clients a comprehensive wealth management experience Amy joined UBS in 2006. Amy’s practice is built upon the well-established relationships and experience she has developed in her over three decades in the business. Offering a customized and personal approach to wealth management, Amy takes the time to learn what’s most important to her clients through a detailed discovery and planning process that continues throughout their relationship to help her clients achieve their evolving short and long-term financial goals.
Amy resides in the North Shore of Long Island living with her husband and son, and frequently visiting with her daughter who lives in Jersey City. While not working Amy enjoys golf, outdoor adventures, and spending time with family and friends.
Amy has strong ties to the Port Washington community through affiliations with her Temple, Hadassah, and her support of local charities.
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
