Lasting relationships

Understanding what matters most to you

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.

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.

  • Eric Weider

    Eric Weider

    Executive Director

    Market Director

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    • CA
    • FL
    • MA
    • TX
    • WA

    Eric is an Executive Director and Branch Manager for the Bellevue, Washington office.

    He is a graduate of the University of Cincinnati with a B.S. in Finance and International Business.  While in college, Eric started his trading career in 1997 in Cincinnati and continued after graduation as an arbitrage trader in Chicago.  In 2004 he joined Bank of America Investments as a Financial Advisor for Premier Banking and Investments.  After building a successful practice, he was named Sales Manager of the Palm Beach Market in 2006.

    After nearly a decade of successful experience at Bank of America/Merrill Lynch, Eric joined UBS in 2012 where he has worked as a Financial Advisor, Regional Sales Manager, Assistant Market Head and Branch Manager. In November of 2020, Eric accepted the role as Branch Manager for Bellevue Wealth Management and Private Wealth Management.

    Eric is passionate about community involvement and volunteering.  He serves as a mentor for military veterans with American Corporate Partners and is a supporter of the Bellevue Chamber of Commerce.  Eric is married with three children, one daughter (19) and two sons (17 and 13).  He enjoys running, hiking, mountain biking, skiing, fishing and travel.

      • University of Cincinnati, B.S. Finance
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
      • David-Wright

        David Wright

        Director

        Market Administrative Officer

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        • AK
        • ID
        • MT
        • WA

        David Wright is the Administrative Manager for the Pacific Northwest Market and is responsible for the operations, compliance and administrative functions of the Market. David has been in the financial services industry over 10 years and joined UBS in 2016. He holds a B.A. in Finance from the University of Washington. David also holds FINRA licenses Series 7,66, 9 and 10 as well as Washington State insurance licenses.

        David grew up in Jamaica, migrated to the United States in 2000 and currently resides in Bellevue, Washington. He enjoys snowboarding, playing football, hiking and traveling.

          • University of Washington, B.A. Finance
            225 108th Avenue NE
            Suite 800
            Bellevue, WA 98004
          • Danielle-Moore

            Danielle Moore

            Authorized Officer

            Executive / Team Assistant

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              Danielle is a graduate of the University of Washington and started working in the wealth management industry in 2015. She works in close coordination with the twelve offices of the Pacific Northwest Market and is responsible for the day-to-day business operations, community engagement, and corporate event planning. Through her charitable work at UBS, she has developed a strong passion for philanthropy and leads several volunteer projects in her community and the Pacific Northwest Market.

              Danielle currently resides in downtown Bellevue and in her free time enjoys working out at her local sports club, cooking, reading, and traveling.

                • University of Washington, B.A. Communication
                  225 108th Avenue NE
                  Suite 800
                  Bellevue, WA 98004

                Are markets going "Back to the Future"?

                Debt ceiling and inflation

                Tree

                Exceptional financial strength and stability

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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