Global Access. Boutique Solutions.

Private Wealth Management

2024

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Amy Gillis

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • 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

    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

      • University of Connecticut
      • Senior Portfolio Manager
      Lending services
      Legacy planning
      Retirement planning
      Custom portfolios
      Alternative investments
      Multi-generational families
      8 Wright Street
      3rd Floor
      Westport, CT 06880
      amy.gillis@ubs.com
      Amy Gillis
      8 Wright Street,Westport,CT,06880
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      Janet Gillis

      Client Associate

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        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. 

          • University of New Haven, B.S. Business Administration
            8 Wright Street
            3rd Floor
            Westport, CT 06880
            janet.gillis@ubs.com
            Janet Gillis
            8 Wright Street,Westport,CT,06880
          • Maria McArdle

            Maria McArdle

            Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • IL
            • IN
            • MA
            • MD
            • ME
            • MO
            • NC
            • NH
            • NJ
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • VT

            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.

              • University of Connecticut
                8 Wright Street
                3rd Floor
                Westport, CT 06880
                maria.a.palomino@ubs.com
                Maria McArdle
                8 Wright Street,Westport,CT,06880

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              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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