Lasting relationships

Understanding what matters most to you

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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.

  • Marc-Georgeadis

    Marc Georgeadis, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MN
    • MO
    • NJ
    • NY
    • OH
    • OR
    • SD
    • TN
    • UT
    • VT
    • WA

        • CERTIFIED FINANCIAL PLANNER™
        1604 Hewitt Ave
        6th Floor, Suite 601
        Everett, WA 98201
        marc.georgeadis@ubs.com
        Marc Georgeadis, CFP
        1604 Hewitt Ave,Everett,WA,98201
      • David

        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.

              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
              davidmichael.wright@ubs.com
              David Wright
              225 108th Avenue NE,Bellevue,WA,98004
            • Janna

              Janna Cassidy

              Director

              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.d.cassidy@ubs.com
                    Janna Cassidy
                    925 Fourth Avenue,Seattle,WA,98104

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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

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                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

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                  UBS is a leading and truly global wealth manager

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