Senior Vice President–Wealth Management
With over 25 years in the investment advisory business and a portfolio manager in the UBS PMP program, I have a true understanding of creating investment portfolios that are unique according to an individual's personal financial goals. Communicating with my clients on a regular basis ensures that their portfolios are strategically designed to reflect their risk tolerance and their overall objectives.
Recognized as an industry leader:
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
Senior Client Associate
With my focus in providing the highest level of client satisfaction, I am committed to UBS and working with Terry to ensure that every client is given the attention they deserve. I recognize the true importance of client service and provide resolution to questions and concerns in a timely and efficient manner.
Ashley graduated in 1999 with Honors, B.A. in Business Administration, with a concentration in Marketing. She currently resides in Clinton, NJ with her husband and their two children.