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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Amy has been with UBS and predecessor Paine Webber since 1979. I am a registered investment advisor participating in the Portfolio Management Program. I have completed the certified financial planning courses through Adelphi University. Special study with UBS Financial Services Women's Leadership Forum. Educated at the University of Connecticut, I earned a B.S. in business administration and a minor in economics. I have been extensively involved in volunteer work with the American Association of University Women, Habitat for Humanity and Fairfield County Community Foundation.
Education
Senior Vice President–Wealth Management
Amy has been with UBS and predecessor Paine Webber since 1979. I am a registered investment advisor participating in the Portfolio Management Program. I have completed the certified financial planning courses through Adelphi University. Special study with UBS Financial Services Women's Leadership Forum. Educated at the University of Connecticut, I earned a B.S. in business administration and a minor in economics. I have been extensively involved in volunteer work with the American Association of University Women, Habitat for Humanity and Fairfield County Community Foundation.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
