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.

California Insurance License OK82162

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.

California Insurance License 0G66424

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.