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Amy J. Gillis
Amy J. Gillis
Vice President - Investments
  • Portfolio Manager, Portfolio Management Program
300 Post Road West
Westport, CT 06880
203-227-2119
203-291-1008
203-291-1067 fax
amy.gillis@ubs.com

As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planning your retirement, funding a child's education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.

I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.

Drawing upon UBS's extensive global resources and capabilities, I can help you address all aspects of your financial life. My investment approach is based on the philosophy that investors will potentially do better over time by earning a steady, reasonable rate of return. I believe it is more productive to strive for consistent, average returns than to try to time the market.

Investment Insights
My Perspective
Corporate Profile CorporateProfile.pdf (370kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Retirement Goal Checkup Questionnaire Retirement_Workbook.pdf (984kb)
Investment Strategy Guide investment_strategy_guide.pdf (1431kb)
Your Retirement: Make Confident Decisions About Your Retirement your_retirement.pdf (416kb)
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