Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

Warner Moore

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Warner focuses primarily managing and implementing client portfolios and financial plans. He uses mutual funds and separately managed accounts to create diversified and balanced portfolios that meet specific client needs and goals. He is designated as a Senior Portfolio Manager and has been working in the industry since 1999.

Warner is originally from Tuscaloosa, Alabama and now resides in Alexandria, VA with his wife Vanessa.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Alabama, B.S. Finance & Marketing
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
1501 K Street North West
Suite 1100
Washington, DC 20005

warner.moore@ubs.com

Warner Moore

1501 K Street North West,Washington,DC,20005
Ashley Amirsakis

Registered Client Associate
View bio
- DC
- MD
- VA
Roles & Responsibilities:
• Started as Wealth Management Intern, September 2021
• Promoted to Client Service Associate, May 2023

Personal & Community:
• Originally from Darien, CT
• Ashley is a recent graduate of Catholic University in Washington, DC
- Catholic University, B.S.B.A. Finance
- Registered Client Associate
- Licenses: Series 7, Series 66
1501 K Street North West
Suite 1100
Washington, DC 20005

ashley.amirsakis@ubs.com

Ashley Amirsakis

1501 K Street North West,Washington,DC,20005

Warner Moore

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Warner focuses primarily managing and implementing client portfolios and financial plans. He uses mutual funds and separately managed accounts to create diversified and balanced portfolios that meet specific client needs and goals. He is designated as a Senior Portfolio Manager and has been working in the industry since 1999.

Warner is originally from Tuscaloosa, Alabama and now resides in Alexandria, VA with his wife Vanessa.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Alabama, B.S. Finance & Marketing
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
1501 K Street North West
Suite 1100
Washington, DC 20005

warner.moore@ubs.com

Warner Moore

1501 K Street North West,Washington,DC,20005
Ashley Amirsakis

Registered Client Associate
View bio
- DC
- MD
- VA
Roles & Responsibilities:
• Started as Wealth Management Intern, September 2021
• Promoted to Client Service Associate, May 2023

Personal & Community:
• Originally from Darien, CT
• Ashley is a recent graduate of Catholic University in Washington, DC
- Catholic University, B.S.B.A. Finance
- Registered Client Associate
- Licenses: Series 7, Series 66
1501 K Street North West
Suite 1100
Washington, DC 20005

ashley.amirsakis@ubs.com

Ashley Amirsakis

1501 K Street North West,Washington,DC,20005

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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.}

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ElectionWatch 2024

Investment insights on the US elections

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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Backed by the strength of our parent company, UBS AG

^$5.8+ trn

UBS Group invested assets
As of 03/31/2024

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UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Financial planning and beyond

Pursuing your goals together

Warner Moore

Ashley Amirsakis

Warner Moore

Ashley Amirsakis

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Education

Credentials

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