Lasting relationships

Understanding what matters most to you

Man standing on boat looking out

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.

Adult couple on cell phone

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.

  • Marc-Georgeadis

    Marc Georgeadis, CFP

    Senior Vice President–Wealth Management

    Branch Manager

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    • AK
    • AZ
    • DE
    • FL
    • HI
    • ID
    • IL
    • MA
    • MN
    • NJ
    • NY
    • OH
    • OR
    • TN
    • UT
    • VA
    • VT
    • WA
        1604 Hewitt Ave
        6th Floor, Suite 601
        Everett, WA 98201
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        Kristine Babbitt


        Market Administrative Officer

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        • AK
        • ID
        • MT
        • OR
        • WA
              1145 Broadway Plaza
              14th Floor
              Tacoma, WA 98402

            Selecting retirement savings plans

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            How do you plan confidently for the retirement you want?

            Start by building a strategy based on the resources and needs over the course of your life.

            Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager