Vice President - Wealth Management. Shawn began his career at UBS in 2000 (formerly PaineWebber) and joined the Special Needs Trust group with Ken Horwitz’s team after having had Ken handle his own Special Needs Trust since 1994. Shawn is a C4-C5 quadriplegic after a swimming pool accident. Shawn graduated from Eastern Washington University ... I come to UBS with a unique background that offers a fresh and diverse perspective on… · Experience: Bellevue Chamber · Education: University of Washington · Location: Seattle · 500 ...As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Powers Consulting Group in Seattle, WA. Providing wealth management services.A global leader in wealth management. $ 5+ trillion. In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Matthews Wilwerding Investment Consulting in Seattle, WA.Learn more about Marne "Anderson" Head, CFA in Seattle, WA. Providing wealth management services. I come to UBS with a unique background that offers a fresh and diverse perspective on… · Experience: Bellevue Chamber · Education: University of Washington · Location: Seattle · 500 ... Learn more about Stephanie Keeton Honan, CFP in Seattle, WA. Providing wealth management services. Based in Seattle, WA, UBS IC Group - Northwest is one of the largest consulting groups in the country and has been providing institutional consulting advisory services since 1984. With over 130 clients and more than $38 billion in total assets, UBS IC Group - Northwest specializes in retirement plans, consulting to over $36 billion in ... In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Stacy Oster, CFP in Bellevue, WA. Providing wealth management services. /*****/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. ... Greater Seattle Area. 34 followers 34 connections.If you’re planning a trip to the Seattle area and want to be close to the airport, there are plenty of luxury accommodation options available. Whether you’re in town for business o...Based in Seattle, WA, UBS IC Group - Northwest is one of the largest consulting groups in the country and has been providing institutional consulting advisory services since 1984. With over 130 clients and more than $38 billion in total assets, UBS IC Group - Northwest specializes in retirement plans, consulting to over $36 billion in ...Global leader. UBS is a world-leading wealth manager. Learn more about Bellevue, WA Branch Office in Bellevue, WA. Providing wealth management services.A UBS teardown of a 2022 BYD Seal sedan found 75% of the components were manufactured in-house. The figure — double the global average — is the secret to BYD’s cost advantage in its quest to ...The geographic distribution of this year's Managing Director promotions underscores our growth ambitions across regions: 29% hail from Europe, Middle East and Africa, 27% from the Americas, 25% from Switzerland, and 19% from the Asia Pacific region. We are proud that over 30% of our new Managing Directors are women, compared with 28% last year ...Shoba Sriaiyer. About. I have experience in the largest capital markets of the world. Tokyo and New York. I moved with Goldman Sachs from Japan to New York to ...925 4th Ave, 31st & 32nd Floor, Seattle, WA 98104. Website. Website. Map. Open in Google Maps. Learn more about Sonia Alexis, a financial advisor in Seattle, WA with the US News Advisor Finder.Wealth management services in the United States are provided by UBS Financial Services Inc. Member SIPCManaging wealth is our craft. We're committed to understanding what wealth means for you. At UBS, excellence comes from nurturing the best of our heritage, ... Learn more about Stephanie Keeton Honan, CFP in Seattle, WA. Providing wealth management services. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Powers Consulting Group in Seattle, WA. Providing wealth management services. In 2011, she earned the UBS Wealth Advisor designation. Sheri joined UBS in 1989 and was born and raised in Washington state. She has a bachelors of Art degree in business from Washington State University. In her spare time, she enjoys time with family and friends, traveling, boating and golfing with her husband. CA License #0E1909. The race to build and harness new AI capabilities and tools has boosted related capital expenditure across industries. CIO thinks the adoption of AI will unlock value across a number of sectors. www.ubs.com May 13, 2024. Slide 1. Slide 2. Slide 3. Slide 4. Learn more about Jack O'Connor in Lake Oswego, OR. Providing wealth management …Based in Seattle, WA, UBS IC Group - Northwest is one of the largest consulting groups in the country and has been providing institutional consulting advisory services since 1984. With over 130 clients and more than $38 billion in total assets, UBS IC Group - Northwest specializes in retirement plans, consulting to over $36 billion in ...Jason is a Wealth Advisor, Chartered Retirement Planning Counselor ™ ™ and Certified Investment Management Analyst ® ™. Jason earned his CIMA ® designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 16 years. Jason has served on several non-profit boards ...Adam Skagen. Senior Vice President–Wealth Management. Wealth Advisor. Adam started his career at Northwestern Mutual Investment Services, later joining UBS and holding different positions at the firm throughout the West Coast. He spent time with the firm's municipal bond trading desk during the heart of the "Credit Crunch," and was a resource ...Carolyn Nelson. Senior Wealth Strategy Associate. Chartered Retirement Planning Counselor ™. Carolyn began her career in financial services in 1996. She joined UBS Financial Services in 2011 after tenures at KeyBank, McDonald Investments, and Barnett Bank. Carolyn focuses on financial planning and analysis for our clients.A No. 4 NFL draft pick. Edgerrin became one of the most celebrated running backs in Hurricanes history and was inducted into the University of Miami’s Sports Hall of Fame in 2009. He is the only Hurricane running back to post consecutive 1,000+ yard rushing seasons, and ranks second in the school’s history with 2,960 rushing yards.John Russell, CFP ®. Senior Vice President–Wealth Management. John has been a financial advisor for the past 28 years. In 1994 John accepted a position with Merrill Lynch in Seattle where he immediately focused his practice on the unique needs and challenges of high net-worth clients. John's belief is to deliver an unparalleled level of ...Peter Noone, CFP ®, CIMA ®, CRPS ™. Peter holds a BS in Accounting from Manhattan College, a JD from the University of Notre Dame and a MBA from NYU. Prior to becoming a financial advisor, Peter practiced corporate and securities law for over 20 years. He was with law firms in New York and Washington, DC and was a General Counsel of a ...Jack Niehaus<br> <br>Wealth Strategy Associate, Tiffani Lee-Kumabe, Wealth… · Experience: UBS · Education: California Polytechnic State University-San Luis Obispo · Location: United States ...Learn more about the career opportunities available at UBS. From banking and finance to IT. Discover what makes UBS special and take the next step.World-class planning, investing, banking, and philanthropic solutions tailored to your needs and goals. Private wealth management services, including advice, resources and bespoke solutions for those with significant wealth. Workplace solutions for your employees with retirement plans, equity compensation plans and financial wellness services.UBS employees working in Seattle rate their compensation and benefits with 3.5 out of 5 stars based on anonymously submitted employee reviews on Glassdoor. This is 2.9% better than the company average rating of all UBS employees. Browse UBS salaries in Seattle to find out how much you could get paid. Sara joined the UBS team as a Registered Client Service Associate in June of 2021. She has been in the financial industry since 2019. She provides administrative and client support to our team's clients and financial advisors. She earned her Master of Business Administration from Grand Canyon University. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Powers Consulting Group in Seattle, WA. Providing wealth management services.UBS Investment Bank provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution ...Object moved to here.Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before ... As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Powers Consulting Group in Seattle, WA. Providing wealth management services. Senior Vice President–Wealth Management. Ken founded Powers Consulting Group in 1987 with the goal of helping clients to make smart decisions with their money. This simple, yet powerful concept has been the driving force behind the growth of his practice. Ken's ability to deliver sound and timely advice is at the core of his team's values. A global leader in wealth management. $ 5+ trillion. In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Special Needs Group in Seattle, WA. A global leader in wealth management. $ 5+ trillion. In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Gregory Lew in Bellevue, WA.Sep 30, 2023 ... ... maker Andy Chou Musser. UBS Presents: Play with Ploof at University Book Store in Seattle, WA - Saturday, September 30, 2023 - EverOut Seattle.John Russell, CFP ®. Senior Vice President–Wealth Management. John has been a financial advisor for the past 28 years. In 1994 John accepted a position with Merrill Lynch in Seattle where he immediately focused his practice on the unique needs and challenges of high net-worth clients. John's belief is to deliver an unparalleled level of ...1 review of UBS FINANCIAL SERVICES "I am completely frustrated with UBS. I am consistently unable to get them to accurately update my information. Every time I call, the system will not recognize my Seattle Zip code. I am forced to got through Alternate verification to speak with a representative. I cannot access my acount through online …Scott Kirkpatrick Senior Vice President Wealth Management at UBS Finanical Serivces Inc.UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.925 Fourth Avenue. 31st and 32nd Floors. Seattle, WA 98104. (206) 628-6543. Learn more about UBS Institutional Consulting Group - Northwest in Seattle, WA. Providing wealth management services.Congratulations to Marti Morgan who retired this week from the UBS Seattle branch. Marti brought high energy and a welcoming personality to the… Liked by Deke LundquistWealth management services in the United States are provided by UBS Financial Services Inc. Member SIPCMake an appointment now or call us at 201-352-0178, Monday - Friday, 8:30 a.m. - 7:30 p.m., ET. UBS Advice Advantage. This changes everything. Now, you can get UBS investment guidance in an instant. UBS Advice Advantage is intelligent technology that analyzes your investments to show you how you’re doing and give you practical ideas …Greg joined UBS in 2012 after nine years at AllianceBernstein. A Principal of the firm, Greg presented extensively to clients and professionals on advanced estate planning strategies. After graduating from the United States Air Force Academy in 1987, Greg served as both an instructor pilot and evaluator in the supersonic Northrop T-38 Talon. Global leader. UBS is a world-leading wealth manager. Learn more about Shawn Macfarlan, CFP, CIMA in Seattle, WA. Providing wealth management services. /*****/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. ... Greater Seattle Area. 34 followers 34 connections.UBS Financial Services Senior Vice President - Wealth Management · Experience: UBS · Education: Texas Christian University · Location: Seattle · 500+ connections on LinkedIn.A global leader in wealth management. $ 5+ trillion. In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about The Nelson Group in Seattle, WA.A global leader in wealth management. $ 5+ trillion. In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Douglas Adams in Seattle, WA.Peter Noone, CFP ®, CIMA ®, CRPS ™. Peter holds a BS in Accounting from Manhattan College, a JD from the University of Notre Dame and a MBA from NYU. Prior to becoming a financial advisor, Peter practiced corporate and securities law for over 20 years. He was with law firms in New York and Washington, DC and was a General Counsel of a ...We connect money with its purpose, designing customized strategies for complex financial needs. Since 1984, we have worked with companies, institutions and ultra high net worth families to understand and address their complex goals. They know us to be knowledgeable, proactive and professional. We have more than $38 billion of assets …Senior Vice President–Wealth Management. Ken founded Powers Consulting Group in 1987 with the goal of helping clients to make smart decisions with their money. This simple, yet powerful concept has been the driving force behind the growth of his practice. Ken's ability to deliver sound and timely advice is at the core of his team's values. Wealth management services in the United States are provided by UBS Financial Services Inc. Member SIPC A global leader in wealth management. $ 5+ trillion. In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Everett, WA Branch Office in Everett, WA.Stuart Sierer. First Vice President–Wealth Management. Stuart Sierer is a highly respected investment professional having distinguished himself in the field for over 52 years. A University of Washington graduate, Mr. Sierer began his career with William P Harper. During his tenure at William P Harper, he was promoted to Sales Manager and in ...Private Wealth Advisor. Duncan is a founder and managing partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With over 25 years of experience, Duncan brings valuable insights and leadership to help focus business owners and their ...