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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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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

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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.

Stefanie Page

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Stefanie serves her clients as a Financial Advisor and Portfolio Manager. Stefanie graduated with honors from Gonzaga University majoring in both Finance and Economics. She started in the wealth management industry in 2005 and joined UBS in 2008. Stefanie is a Certified Financial Planner certificant and holds the Series 7, 9, 10, and 66 securities licenses. Prior to becoming Branch Manager, she held roles of Senior Client Service Associate, Administrative Manager and Financial Advisor.

She and her husband, Jordan, have two children, Maxton and Madeline. Stefanie is a proud member of her local Rotary and can be found on the weekends playing golf with her family at the Kalispel Golf & Country Club.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

stefanie.page@ubs.com

Stefanie Page

601 West Riverside Avenue,Spokane,WA,99201
Jeffrey Head

Associate Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Linfield College, BA in Business and Finance
3000 A Street
Suite 100
Anchorage, AK 99503

jeff.head@ubs.com

Jeffrey Head

3000 A Street,Anchorage,AK,99503
Alex Lopez

Associate Director

Associate Market Executive
View bio
- AK
- CA
- OR
- TX
- WA
Alex is an Associate Market Executive in the Pacific Northwest Market and supports advisors and associates through growth initiatives, development, and cultural events. He joined UBS in 2019 as a Private Mortgage Banker based in Dallas, Texas, then transitioned to the Wealth Management Banker for the Los Angeles Private Wealth Market before joining the Pacific Northwest Leadership team in 2024.

Alex was born and raised in Pennsylvania and attended West Chester University of Pennsylvania where he earned a Bachelor’s and Master’s degree in English with a Concentration in Creative Writing. In his free time, Alex is passionate about all things fitness, enjoying different types of foods, watching his favorite sports teams disappoint him, and hanging with his golden retriever, Gryff.
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

alex.lopez@ubs.com

Alex Lopez

225 108th Avenue NE,Bellevue,WA,98004

Stefanie Page

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Stefanie serves her clients as a Financial Advisor and Portfolio Manager. Stefanie graduated with honors from Gonzaga University majoring in both Finance and Economics. She started in the wealth management industry in 2005 and joined UBS in 2008. Stefanie is a Certified Financial Planner certificant and holds the Series 7, 9, 10, and 66 securities licenses. Prior to becoming Branch Manager, she held roles of Senior Client Service Associate, Administrative Manager and Financial Advisor.

She and her husband, Jordan, have two children, Maxton and Madeline. Stefanie is a proud member of her local Rotary and can be found on the weekends playing golf with her family at the Kalispel Golf & Country Club.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

stefanie.page@ubs.com

Stefanie Page

601 West Riverside Avenue,Spokane,WA,99201
Jeffrey Head

Associate Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Linfield College, BA in Business and Finance
3000 A Street
Suite 100
Anchorage, AK 99503

jeff.head@ubs.com

Jeffrey Head

3000 A Street,Anchorage,AK,99503
Alex Lopez

Associate Director

Associate Market Executive
View bio
- AK
- CA
- OR
- TX
- WA
Alex is an Associate Market Executive in the Pacific Northwest Market and supports advisors and associates through growth initiatives, development, and cultural events. He joined UBS in 2019 as a Private Mortgage Banker based in Dallas, Texas, then transitioned to the Wealth Management Banker for the Los Angeles Private Wealth Market before joining the Pacific Northwest Leadership team in 2024.

Alex was born and raised in Pennsylvania and attended West Chester University of Pennsylvania where he earned a Bachelor’s and Master’s degree in English with a Concentration in Creative Writing. In his free time, Alex is passionate about all things fitness, enjoying different types of foods, watching his favorite sports teams disappoint him, and hanging with his golden retriever, Gryff.
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

alex.lopez@ubs.com

Alex Lopez

225 108th Avenue NE,Bellevue,WA,98004

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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch a replay of our livestream with Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy, where they will discuss CIO’s outlook for a broadening market rally, and the continued importance of high-quality fixed income in today’s evolving investment landscape. Hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas.

February 05, 2026

A leading global wealth manager

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How will we work together?

How UBS empowers our financial advisors

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