Let's move forward. Together.

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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

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
  • FL
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NM
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI

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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Connecting you to the deep resources of UBS

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.

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

$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