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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Financial Advisor
As a financial advisor with 15 years of industry experience, Alison helps families, professionals, and retirees to accomplish their financial and lifestyle priorities at every stage. Alison provides detailed and comprehensive financial analysis to help clients gain clarity around their situation and goals, along with a plan to address the client’s unique needs, values, and dreams for the future. Utilizing the combined expertise of her team, along with the extensive global resources of UBS, she implements customized strategies for each client, offering disciplined and time-tested investment solutions. She is especially passionate about educating and elevating women toward success in their financial journey.
Alison graduated from the University of Washington in 2006, where she competed on the track & field team and earned a BA in International Studies. She obtained her Series 7 and 66 licenses in 2007. She is a native of Washington state and currently lives in Kirkland with her husband and three sons. She enjoys running and volunteers as an assistant track & field and cross-country coach at Northwest University. Alison and her family are actively involved with their church and other volunteer organizations.
Education
Financial Advisor
As a financial advisor with 15 years of industry experience, Alison helps families, professionals, and retirees to accomplish their financial and lifestyle priorities at every stage. Alison provides detailed and comprehensive financial analysis to help clients gain clarity around their situation and goals, along with a plan to address the client’s unique needs, values, and dreams for the future. Utilizing the combined expertise of her team, along with the extensive global resources of UBS, she implements customized strategies for each client, offering disciplined and time-tested investment solutions. She is especially passionate about educating and elevating women toward success in their financial journey.
Alison graduated from the University of Washington in 2006, where she competed on the track & field team and earned a BA in International Studies. She obtained her Series 7 and 66 licenses in 2007. She is a native of Washington state and currently lives in Kirkland with her husband and three sons. She enjoys running and volunteers as an assistant track & field and cross-country coach at Northwest University. Alison and her family are actively involved with their church and other volunteer organizations.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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.
$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
