Let's move forward. Together.

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.

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Amy Gillis

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MN
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • B.S. Business Administration, University of Connecticut
8 Wright Street
3rd Floor
Westport, CT 06880
  • (203) 291-1008

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

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.

Backed by the strength of UBS

A global leader in wealth management

$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

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