Client Associate
As a Client Service Associate, Amy focuses on delivering exceptional client service and strives to build strong relationships with clients by understanding their financial and personal situations. She has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the high level of dedicated service they deserve. She handles all client administrative matters in our day-to-day business, builds relationships with our clients and ensures their concerns and needs are accurately addressed with her positive attitude, kind and cheerful disposition.
Amy joined UBS in 2022 after proudly spending 21 years as a stay-at-home-mom, raising her 2 children, Halle and Jack, along with her husband, Ted, here in Bethesda. She graduated with a BA in Art History from Denison University and received her BS in Nursing from Columbia University.
In her free time, Amy enjoys spending time with family and friends, cooking and traveling. She can also be found visiting her daughter in New York City or on the golf course rooting on her son, a member of the Boston College Men’s golf team.
Client Associate
As a Client Service Associate, Amy focuses on delivering exceptional client service and strives to build strong relationships with clients by understanding their financial and personal situations. She has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the high level of dedicated service they deserve. She handles all client administrative matters in our day-to-day business, builds relationships with our clients and ensures their concerns and needs are accurately addressed with her positive attitude, kind and cheerful disposition.
Amy joined UBS in 2022 after proudly spending 21 years as a stay-at-home-mom, raising her 2 children, Halle and Jack, along with her husband, Ted, here in Bethesda. She graduated with a BA in Art History from Denison University and received her BS in Nursing from Columbia University.
In her free time, Amy enjoys spending time with family and friends, cooking and traveling. She can also be found visiting her daughter in New York City or on the golf course rooting on her son, a member of the Boston College Men’s golf team.
Senior Wealth Strategy Associate
Kelly joined UBS in 2012 and has worked with the Boyle Anderson Group her entire career. Kelly earned her CERTIFIED FINANCIAL PLANNER®™ (CFP®) designation through the Pepperdine University School of Business.
Kelly and her husband live in Annapolis, MD and actively volunteer for the American Heart Association and the Adult Congenital Heart Association.
B.S. - Dickinson College
More than 10 Years of Experience in the Financial Industry
Series 7 Licensed - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Life, health and variable annuities licensed
Senior Wealth Strategy Associate
Kelly joined UBS in 2012 and has worked with the Boyle Anderson Group her entire career. Kelly earned her CERTIFIED FINANCIAL PLANNER®™ (CFP®) designation through the Pepperdine University School of Business.
Kelly and her husband live in Annapolis, MD and actively volunteer for the American Heart Association and the Adult Congenital Heart Association.
B.S. - Dickinson College
More than 10 Years of Experience in the Financial Industry
Series 7 Licensed - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Life, health and variable annuities licensed
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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