How will we work together?

Build a plan for the future you envision


Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeffrey-Head

    Jeffrey Head

    Associate Director

    Market Director

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • ID
    • IN
    • LA
    • MA
    • MD
    • MT
    • NC
    • NJ
    • NM
    • NV
    • OH
    • OR
    • SC
    • TX
    • UT
    • WA

    Jeff has 30 years of experience in the financial services industry. Prior to joining UBS in 2005 Jeff spent 21 years at Morgan Stanley as a Financial Advisor. In 2008 Jeff was promoted to branch manager of the Anchorage office of UBS. He received his BA in Business and Finance from Linfield College. Jeff has lived in Alaska most of his life. He and his wife Tammy have two boys in college David and Kyle. They enjoy the outdoors, camping and fishing in the summer and skiing in the winter.

      • Linfield College, BA in Business and Finance
        3000 A Street
        Suite 100
        Anchorage, AK 99503
        Jeffrey Head
        3000 A Street,Anchorage,AK,99503
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        Vanessa Taylor

        Authorized Officer

        Admin Manager

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        • NV
        • WA

              601 West Riverside Avenue
              Suite 1200
              Spokane, WA 99201
              Vanessa Taylor
              601 West Riverside Avenue,Spokane,WA,99201
            • Janna

              Janna Cassidy


              Market Supervisory Officer

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              • AK
              • ID
              • MT
              • OR
              • WA

              Janna is the Market Supervisory Officer for the Pacific Northwest Market. Her responsibilities include business risk management and compliance. Janna has been in the financial services industry for 37 years.  She began her career at Piper Jaffray Inc. and was there for 22 years before joining UBS Financial Services Inc. in 2006 where she has held several roles including Regional Administrative Officer and Complex Administrative Manager.  Janna holds FINRA licenses Series 7, 8, 63 and 66 as well as her Washington State insurance license.

              Janna graduated from Western Washington University with a BA in Finance and a minor in Economics.  She currently resides in Edmonds, Washington with her husband and two daughters. In her free time, Janna enjoys traveling, hiking, reading, and spending time with family and friends.  

                    925 Fourth Avenue
                    31st and 32nd Floors
                    Seattle, WA 98104
                    Janna Cassidy
                    925 Fourth Avenue,Seattle,WA,98104

                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager