Amy N. Oliver

About Amy N. Oliver

As Financial Advisor and Family Wealth Advisor, with UBS I provide comprehensive wealth management for individuals and their families. For more than 19 years, I have focused on assisting clients across a broad spectrum of issues including financial and income taxation planning strategies, transfers of wealth and guidance on how to achieve philanthropic aspirations. As an unbiased educator, consultant, financial planner, and Family Wealth Advisor I work with each client to share my knowledge and resources to deliver: 1) Client Tailored Education Experiences 2) Holistic Planning and Analysis from multiple perspectives-(e.g.–Financial Advisor, Female Focused Consultant, and Family Wealth Advisor) 3) Family Centered Financial Advisory for Lifelong Relationships 4) Consistent and Timely Communication In 2009, I partnered with Financial Advisor Grant Matthews and became the Matthews Oliver Group. With our years of financial advisory experience we are able to deliver a more comprehensive wealth management advice to each of our high net worth clients. In addition to investment management, our team advises clients on financial planning, wealth transfer(s), philanthropy, income taxation planning strategies, stock options, business succession planning, lending solutions, and risk are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor - Senior Vice President

   UBS

   Oct 2022 — Present · Menlo Park, CA, US

Education

• Loyola University of Chicago

  Bachelor of Arts