Experience

Makes all the difference

Marc Georgeadis, CFP

Senior Vice President–Wealth Management

Financial Advisor

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

Credentials

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

Email Me

marc.georgeadis@ubs.com
Marc Georgeadis, CFP
1604 Hewitt Ave,Everett,WA,98201

David Wright

Director

Market Administrative Officer

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.

Registered States:
  • AK
  • ID
  • MT
  • WA
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

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

Janna Cassidy

Director

Market Supervisory Officer

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.  

Registered States:
  • AK
  • ID
  • MT
  • OR
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

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