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
Originally from Darien, CT, Ashley serves as the team’s Registered Client Associate, acting as the primary contact for clients’ daily needs. With three years of industry experience, she is dedicated to providing exceptional support and fostering strong client relationships.

A former Division III student-athlete, Ashley played on her college’s women’s golf team, which honed her teamwork and discipline. In her free time, she still enjoys playing golf, and values spending quality time with her family, reflecting her commitment to a well-rounded and fulfilling life.
- The Catholic University of America, 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
Originally from Darien, CT, Ashley serves as the team’s Registered Client Associate, acting as the primary contact for clients’ daily needs. With three years of industry experience, she is dedicated to providing exceptional support and fostering strong client relationships.

A former Division III student-athlete, Ashley played on her college’s women’s golf team, which honed her teamwork and discipline. In her free time, she still enjoys playing golf, and values spending quality time with her family, reflecting her commitment to a well-rounded and fulfilling life.
- The Catholic University of America, 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

24 questions for the '24 US election

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.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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As of 06/30/2024

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A Fitch
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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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