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

    Market Director

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

        • CERTIFIED FINANCIAL PLANNER™
        1604 Hewitt Ave
        6th Floor, Suite 601
        Everett, WA 98201

      Focus on liquidity management

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      Tree

      UBS and Credit Suisse—stronger than ever

      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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