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.

• Amanda earned the designation of Wealth Advisor after completing a rigorous UBS qualificaiton program.

• B.S. in Finance from the Rochester Institute of Technology

• Series 6, 7, 9, 10, 63, 66
• State of New York, Life, Health and Disability Insurance Licensed

AZ, FL, NC, NY, SC