Experience

Makes all the difference

Amanda Gebhardt

Senior Client Associate

Amanda started in the industry in 1980 with Tucker Anthony & R.L. Day. She spent 17 years there as a Wire Operator, Assistant to the Branch Manager, and as a Sales Assistant. She then joined PaineWebber (now UBS) as a Sales Assistant in 1997.

Amanda understands the importance that a Senior Client Service Associate brings to a team. Her 30 plus years in this industry allows her to deliver an exceptional client experience. She is the point-person for all aspects of account administration. This may include account opening, navigation of the UBS On-Line Service system, statement reviews and all operational issues a client may have.

Amanda currently lives in Red Bank and in her free time, enjoys the beach and reading.

331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701

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Maureen Barrett

Senior Client Associate

Maureen graduated from Georgian Court College earning a Bachelor of Arts Degree in History and a minor in Political Science. She has worked in the financial services field since 2000 beginning her career at Morgan Stanley. Maureen is the point of contact for any operational and administrative tasks that need to be completed. Maureen holds her Series 7, 63 and 33 licenses as well as her Life & Health Insurance licenses.

Registered States:
  • FL
  • NJ
  • NY
  • PA

Education

  • Georgian Court College, B.A Hisotry; minor Political Science
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701

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