Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
12yrs
Based in Portland, Oregon, Amy Wright is a financial advisor with 12 years of industry experience. Amy has been with UBS Financial Services since 2024. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office760 SW 9th Ave Suite 2450, Portland, OR 97205
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowUBS Financial Services Inc.Current firm
Contact Amy
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Amy. 760 SW 9th Ave Suite 2450Portland, OR 97205Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Amy
Tailored to Amy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Amy
How do I contact Amy?
Call UBS Financial Services at (201) 352-3000 and ask for Amy Wright. Amy works from the Portland, OR office.
How long has Amy been a financial advisor?
Amy has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Amy hold?
Series 63. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Amy paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Amy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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