Amy N. Oliver
About Amy N. Oliver
Amy N. Oliver is a Senior Vice President and Financial Advisor at UBS, specializing in comprehensive wealth management and family-centered financial advisory. She co-founded the Matthews Oliver Group and has extensive experience in financial planning, having previously worked at Morgan Stanley and JPMorgan Chase & Co.
Work at UBS
Amy N. Oliver has been employed at UBS as a Financial Advisor and Senior Vice President since 2022. She operates out of Menlo Park, California, where she provides financial planning and advisory services. Her role involves delivering tailored financial solutions to clients, focusing on various aspects of wealth management.
Previous Experience at Morgan Stanley
Before joining UBS, Amy N. Oliver worked at Morgan Stanley for 19 years, from 2003 to 2022. During her tenure as Financial Advisor and Senior Vice President in Wealth Management, she operated from the firm's Menlo Park office. Her experience at Morgan Stanley contributed significantly to her expertise in financial advisory services.
Career at JPMorgan Chase & Co.
Amy N. Oliver began her career at JPMorgan Chase & Co., where she served in a Sales Support role for one year from 2003 to 2004. This early experience in the financial services industry laid the groundwork for her subsequent roles in wealth management.
Education and Expertise
Amy N. Oliver earned her Bachelor of Arts degree from Loyola University of Chicago. Her educational background supports her expertise in financial planning, wealth transfer, philanthropy, income taxation planning strategies, and risk management. She emphasizes family-centered financial advisory, aiming to build lifelong relationships with her clients.
Co-founder of Matthews Oliver Group
In 2009, Amy N. Oliver co-founded the Matthews Oliver Group with Financial Advisor Grant Matthews. The group focuses on providing comprehensive wealth management advice to high net worth clients. This initiative reflects her commitment to delivering tailored financial solutions and education experiences.