Senior Wealth Strategy Associate
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.
Senior Vice President–Wealth Management
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.
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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