Financial planning tailored to your goals

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.

Start the conversation

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

Wealth Strategy Associate
View bio
- 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

amanda-za.marshall@ubs.com

Amanda Marshall

250 Delaware Avenue,Buffalo,NY,14202
Alicia Malcolm, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- 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 in August based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The 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, 2022, 2023, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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, 2022, 2023The NAPA rating is awarded annually in November based on information from September of the award year.
- NAPA Top DC Advisor Teams, 2021, 2022, 2024The NAPA rating is awarded annually in March based on information from December of the prior year.
- NAPA Top Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The NAPA rating is awarded annually in October based on information from September of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2013, 2016, 2018, 2019, 2021, 2022, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Chartered Retirement Planning Counselor
250 Delaware Avenue
Suite 610
Buffalo, NY 14202

alicia.malcolm@ubs.com

Alicia Malcolm, CRPC

250 Delaware Avenue,Buffalo,NY,14202

Amanda Marshall

Wealth Strategy Associate
View bio
- 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

amanda-za.marshall@ubs.com

Amanda Marshall

250 Delaware Avenue,Buffalo,NY,14202
Alicia Malcolm, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- 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 in August based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The 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, 2022, 2023, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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, 2022, 2023The NAPA rating is awarded annually in November based on information from September of the award year.
- NAPA Top DC Advisor Teams, 2021, 2022, 2024The NAPA rating is awarded annually in March based on information from December of the prior year.
- NAPA Top Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The NAPA rating is awarded annually in October based on information from September of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2013, 2016, 2018, 2019, 2021, 2022, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Chartered Retirement Planning Counselor
250 Delaware Avenue
Suite 610
Buffalo, NY 14202

alicia.malcolm@ubs.com

Alicia Malcolm, CRPC

250 Delaware Avenue,Buffalo,NY,14202

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning tailored to your goals

Pursuing your goals together

Amanda Marshall

Alicia Malcolm, CRPC