Financial planning tailored to your goals

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Amanda Marshall

    Amanda Marshall

    Senior Wealth Strategy Associate

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    • AZ
    • FL
    • NC
    • NY
    • SC

    Amanda has provided high net worth clients with a comprehensive range of wealth management solutions for nearly 25 years. She is committed to having no more than 50 client relationships so that she can deliver premier service to each of her clients. The foundation of her practice is a comprehensive financial plan, allowing her to gain a total understanding of each of her client's goals, enabling her to bring the full breadth of services, research, products and ideas that UBS Financial Services has to offer. The financial plan is updated at every client meeting to ensure the plan is on track.

          250 Delaware Avenue
          Suite 610
          Buffalo, NY 14202
        • Alicia Malcolm

          Alicia Malcolm, CRPC

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CT
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NY
          • OH
          • PA
          • SC
          • WA
          • WI

          Alicia began her career in the financial services industry in 2010. She is committed to helping her clients' achieve and sustain financial and life goals. The basis of Alicia's practice begins with a comprehensive financial plan. The financial plan allows her to understand each client's current financial situation and unique personal goals. Alicia works hard to develop long term client relationships to provide life long advice beyond investments.  She joined UBS in 2012. She has earned the designation of Chartered Retirement Plan Counselor CRPC®, and holds her series 7, 66, and Life Insurance licenses. She earned a B.S. in Finance and Marketing with a minor in Economics from The University at Buffalo.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
          • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
          • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
          • NAPA Top 100 Retirement Plan Advisors Under 40, 2021, 2022The NAPA rating is awarded annually in October based on information from June to August of the award year.
          • NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from June to August of the award year.
          • NAPA Top Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The NAPA rating is awarded annually in September based on information from June to August of the award year.
          • PLANADVISER Top Retirement Plan Advisers, 2013, 2016, 2018, 2019, 2021, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

            • Chartered Retirement Planning Counselor℠
            250 Delaware Avenue
            Suite 610
            Buffalo, NY 14202

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager