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
  • DE
  • FL
  • GA
  • 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

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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