Lasting relationships. For all that matters

Spokane

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • Stefanie-Page

    Stefanie Page, CFP

    Market Director

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • IA
    • ID
    • IL
    • KS
    • MA
    • ME
    • MI
    • MT
    • NC
    • ND
    • NV
    • NY
    • OH
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI

    Stefanie is the Branch Manager of the Spokane, Washington UBS Wealth Management Office and serves her clients as a Financial Advisor and Portfolio Manager.  Stefanie graduated with honors from Gonzaga University majoring in both Finance and Economics.  She started in the wealth management industry in 2005 and joined UBS in 2008.  Stefanie is a Certified Financial Planner certificant and holds the Series 7, 9, 10, and 66 securities licenses.  Prior to becoming Branch Manager, she held roles of Senior Client Service Associate, Administrative Manager and Financial Advisor. 

    She and her husband, Jordan, have two children, Maxton and Madeline.  Stefanie is a proud member of her local Rotary and can be found on the weekends playing golf with her family at the Kalispel Golf & Country Club.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Gonzaga University, Finance & Economics
    • CERTIFIED FINANCIAL PLANNER™
    601 West Riverside Avenue
    Suite 1200
    Spokane, WA 99201
    stefanie.page@ubs.com
    Stefanie Page, CFP
    601 West Riverside Avenue,Spokane,WA,99201
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    Vanessa Taylor

    Authorized Officer

    Admin Manager

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    • NV
    • WA

          601 West Riverside Avenue
          Suite 1200
          Spokane, WA 99201
          vanessa.taylor@ubs.com
          Vanessa Taylor
          601 West Riverside Avenue,Spokane,WA,99201
        • Janna

          Janna

          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
                925 Fourth Avenue,Seattle,WA,98104

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