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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
