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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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Alison Mandi

Account Vice President

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • B.A. International Studies, University of Washington
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 628-6516

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