Financial planning tailored to your goals

• AZ
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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.

• AZ
• CA
• 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 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, 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, 2023The 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 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, 2023The 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