Daniel Wilskie
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A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Father and daughter

Daniel Wilskie

Senior Vice President

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Daniel Wilskie

Education

  • International Business, Washington State University

Credentials

  • Certified Investment Management Analyst®

Daniel Wilskie

225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Daniel Wilskie

Senior Vice President

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • International Business, Washington State University

Credentials

  • Certified Investment Management Analyst®
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 990-2789

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation

Tree

Exceptional financial strength and stability

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.

Contact us

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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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