Experience

Nancy is a Financial Advisor and Managing Director-Wealth Management with Aquitaine Wealth Management.  In her role, she leads a team of experienced professionals and works with in-house specialists to develop and execute comprehensive financial plans for wealthy individuals, multi-generational families, business owners, private foundations and family offices.  Her ultimate goal is to bring the extensive capabilities of UBS Financial Services Inc. to her clients and help streamline the complexities that can accompany significant wealth.

Prior to joining UBS, Nancy spent 11 years as a Private Client Advisor with Bank of America Private Bank (formerly U.S. Trust) where she and her team helped clients develop and execute comprehensive financial plans that included investment management, banking and lending, trust and estate planning and tax strategies.

She spent four years as a financial advisor at Bernstein Global Wealth Management and has held roles in business development leadership at Standard & Poor’s and Thomson Financial services. 

She holds a B.A in Economics and serves on the board of the Leo T. McCarthy Center for Public Service and Common Good at University of San Francisco and the advisory board of the Palo Alto Medical Foundation.

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Amanda Woo is a Financial Advisor and Senior Vice President-Wealth Management with Aquitaine Wealth Management Group at UBS Financial Services, Inc. In this role, she is responsible for organizing a strategy-based approach for our clients across investment management, wealth structure, trust and estate planning strategies, philanthropy and credit services. Amanda serves as the primary point of contact for clients and coordinates with the team to build customized solutions.

Prior to joining UBS, Amanda was a Private Client Manager at Bank of America Private Bank (formerly U.S. Trust) working with business owners, entrepreneurs, family foundations and multiple generations of families for more than twenty years.

Amanda graduated from St Mary’s College in Moraga, California. She and her husband live in the Bay Area with their two daughters. The family enjoys spending time together cooking, hiking and skiing in Lake Tahoe.

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Michelle Harvey partners with clients to strive for long-term financial security and growth through personalized investment strategies and disciplined portfolio management. As a Financial Advisory, Senior Vice President – Wealth Management, Institutional Consultant, and Senior Portfolio Manager at UBS Financial Services Inc. in San Francisco, she combines UBS’s global resources with a client-first approach to deliver tailored solutions for individuals, families, nonprofits, and institutions.

With over 20 years of experience, Michelle offers institutional-level expertise and a proven track record, including ranking in the top 1% of Private Bank Portfolio Managers nationally at Bank of America Private Bank and earning the designation of Institutional Portfolio Manager at both Bank of America and UBS. Her strategies blend strategic asset allocation with rigorous investment selection, supported by research-driven insights from her background as an equity analyst specializing in healthcare, utilities, and consumer discretionary sectors. She provides clarity and confidence in complex markets, grounded in transparency and results. 

Michelle holds a Bachelor of Science in Business with an emphasis in Finance and Business Management from Montana State University – Bozeman. She is actively involved in her community as a board member for the Jawad Education Fund, which supports the students of Saint Joseph Notre Dame High School in Alameda, and as a longtime Girl Scout leader. Outside of work, she enjoys family life in the East Bay with her husband and three children.

Gary Ng is a Team Administrator with UBS Financial Services Inc., based in San Francisco, supporting the Aquitaine Wealth Management team. Since beginning his career in banking in 2012, Gary has built a deep expertise in trading support and understanding of the operational foundation that supports complex wealth management relationships. He works closely with clients and coordinates among advisors as well as internal and external partners, to help deliver a consistently high level of service.

Gary holds FINRA Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and an Accredited Asset Management Specialist℠ (AAMS®). Outside of work, he enjoys fitness, cycling, and spending time with his family.

Marge Wong is a Client Associate with Aquitaine Wealth Management, where she plays a key role in supporting client relationships and striving for operational excellence. She works closely with the team on trade execution, research, and the development of customized investment strategies tailored to clients’ goals. Marge brings more than 20 years of experience in wealth management, having begun her career at Wells Fargo Private Bank. Her background reflects a deep commitment to client service and investment management support.

Marge is a graduate of the University of Hawaiʻi at Mānoa and lives in Oʻahu with her husband and their two children.

Nolberto Meza is a Client Associate with Aquitaine Wealth Management, where he specializes in the operational and administrative functions that support the team’s day‑to‑day business. He began his career in 2007 and brings a strong background in private banking, with prior experience at Bank of America Private Bank and Wells Fargo Private Bank, where he developed deep expertise in account administration, operational workflows, and client service support.

Highly detail‑oriented and collaborative, Nolberto plays a key role in maintaining efficient processes, coordinating complex administrative needs, and striving for a seamless operational flow in the support of our clients.

A Bay Area native, Nolberto enjoys spending time with family and friends and is an avid sports fan.