Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Dale Young, CFP

Senior Vice President–Wealth Management

Dale is a Certified Financial Planner® and Senior Portfolio Manager. His primary areas of focus are the design, implementation, and ongoing management of client portfolios. Dale holds a degree in Business from the University of Washington and has completed advanced studies in investment management and securities analysis at the Wharton School of Executive Education. Dale and his wife live in Sammamish where they keep busy attending the activities of their 3 sons. Other interests include reading, Crossfit & keeping in touch with family and friends in his hometown of Juneau, Alaska.
 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Bachelor's Degree in Corporate Finance & Economics, University of Washington
  • Advanced Studies in Portfolio Structure & Investment Management, Wharton School of Executive Education

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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