Senior Vice President–Wealth Management
Financial Advisor
With over four decades of investment experience, Amy was at the forefront representing female advisors who are adept at guiding families and small business owners. Whether providing solutions to solve complex financial problems or coaching strategies to deal with life's twists and turns, as your trusted advisor, she leads her clients from stress to success. As the lead portfolio manager, research is sourced from global intellectual capital to choose investments customized for each client. Your financial strategy will flow through accumulation, liquidity for retirement spending and legacy planning to share your passions.
Amy is a PMP Portfolio Manager, member of the 40/40 Club, member of the Recognition Council, has received multiple Length of Service Awards and the CNE Employee Volunteer Award. She is also an active University of Connecticut Alumna.
In her spare time, Amy dedicates her time to Habitat for Humanity Women Build, AAUW, UConn Women & Philanthropy and 100 Women Who Care. She treasures spending time with her family, especially her three grandsons, and enjoys the many local cultural events Connecticut has to offer.
California Insurance License # 4225545
Education
Senior Vice President–Wealth Management
Financial Advisor
With over four decades of investment experience, Amy was at the forefront representing female advisors who are adept at guiding families and small business owners. Whether providing solutions to solve complex financial problems or coaching strategies to deal with life's twists and turns, as your trusted advisor, she leads her clients from stress to success. As the lead portfolio manager, research is sourced from global intellectual capital to choose investments customized for each client. Your financial strategy will flow through accumulation, liquidity for retirement spending and legacy planning to share your passions.
Amy is a PMP Portfolio Manager, member of the 40/40 Club, member of the Recognition Council, has received multiple Length of Service Awards and the CNE Employee Volunteer Award. She is also an active University of Connecticut Alumna.
In her spare time, Amy dedicates her time to Habitat for Humanity Women Build, AAUW, UConn Women & Philanthropy and 100 Women Who Care. She treasures spending time with her family, especially her three grandsons, and enjoys the many local cultural events Connecticut has to offer.
California Insurance License # 4225545
Education
Client Associate
Maria brings 13 years of experience in the financial services industry, shows her dedication, problem solving and can-do attitude to meet our client's needs. She joined UBS in 2019 as a Registered Client Service Associate, following her prior roles in similar capacity at Saugatuck Financial, Northern Trust and J.P. Morgan Chase. Maria's diverse background includes expertise in investment and banking operations, account management, and client services. Maria holds Series 7, 63, 65 and her Connecticut Insurance license. She has B.S. in Financial Management from the University of Connecticut. Maria resides in Norwalk with her husband James and their daughter Sophia. In her leisure time Maria enjoys an active lifestyle and traveling with her family.
Client Associate
Maria brings 13 years of experience in the financial services industry, shows her dedication, problem solving and can-do attitude to meet our client's needs. She joined UBS in 2019 as a Registered Client Service Associate, following her prior roles in similar capacity at Saugatuck Financial, Northern Trust and J.P. Morgan Chase. Maria's diverse background includes expertise in investment and banking operations, account management, and client services. Maria holds Series 7, 63, 65 and her Connecticut Insurance license. She has B.S. in Financial Management from the University of Connecticut. Maria resides in Norwalk with her husband James and their daughter Sophia. In her leisure time Maria enjoys an active lifestyle and traveling with her family.
Client Associate
As the daughter of the team's leader, Amy Gillis, you can say her finance is in Janet's blood. She spent many weekends watching her mother perfect her craft, and enjoy the company of her clients. Today, she creates the group's comprehensive financial plans and analyzes the data to create personalized portfolio reviews with attainable solutions. She also prepares the team's thoughtful marketing campaigns.
Janet graduated with honors from the University of New Haven with a B.S. in Business Administration and minor in Quantitative Analysis. She had a brief stint at Morgan Stanley Smith Barney as a Wealth Advisory Associate before 'coming home' to the GB Group.
In her spare time, you can find Janet cheering on her children at their various sporting events, gardening, cooking or honing her skills in interior design.
Client Associate
As the daughter of the team's leader, Amy Gillis, you can say her finance is in Janet's blood. She spent many weekends watching her mother perfect her craft, and enjoy the company of her clients. Today, she creates the group's comprehensive financial plans and analyzes the data to create personalized portfolio reviews with attainable solutions. She also prepares the team's thoughtful marketing campaigns.
Janet graduated with honors from the University of New Haven with a B.S. in Business Administration and minor in Quantitative Analysis. She had a brief stint at Morgan Stanley Smith Barney as a Wealth Advisory Associate before 'coming home' to the GB Group.
In her spare time, you can find Janet cheering on her children at their various sporting events, gardening, cooking or honing her skills in interior design.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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