Insight-based advice

Private Wealth Management

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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The proof is in our numbers

113

Collective years of experience

As of 06/30/2025

$2.4 Billion

Assets under management


Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Bradley-Pratt

    Bradley Pratt

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    Brad became interested in wealth management at a young age and remembers his uncle always talking about the benefits of owning “great companies for long periods.” Now, Brad observes the positive impact of long-term share ownership for his own clients and their families. As the team’s lead organizer, portfolio manager and relationship manager, Brad oversees most of the team’s discretionary investment portfolios and facilitates wealth transfer strategies.

    For more than 26 years, Brad has managed discretionary client portfolios through market cycles, including the tech bubble of 1998 – 2000, the financial crisis of 2007 – 2009 and the COVID-19 pandemic. “Through those periods, I experienced the perception changes and emotional impact that volatility can have on clients,” says Brad, who deploys efficient methods for managing wealth that consider expenses, taxes, cash flow and balance sheet management, including the strategic use of credit.

    His primary principle remains “putting ourselves in the client’s shoes.” To him, that means “creating solutions we would want for ourselves and treating clients as we would want to be treated.”

    Experience
    – Managing Director and Private Wealth Advisor, UBS Private Wealth Management, 1995 – Present
    – Financial Advisor, Kidder, Peabody & Co., 1993 – 1995
    – Associate Broker, Cushman & Wakefield, 1989 – 1993

    Education and credentials
    – B.A., business administration, University of Washington
    – Series 7, 63 and 65 securities licenses
    – Health insurance license

    Life
    – Brad has been married for 30 years to his wife, Gail, with whom they have three sons: Riley, Kyle and Daniel.
    – He enjoys snow skiing, tennis, CrossFit and golf.

    “ We believe in the permanent ownership of productive enterprises and in relationships that last a lifetime.”

    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
    • UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • University of Washington, B.A., business administration
    • Private Wealth Advisor
    • Senior Portfolio Manager
    • Series 7 and 66 License
    • Health insurance license
    Multi-generational families
    Business owners
    Entrepreneurs
    Custom portfolios
    Securities-backed lending
    225 108th Avenue NE
    Suite 800
    Bellevue, WA 98004
    bradley.pratt@ubs.com
    Bradley Pratt
    225 108th Avenue NE,Bellevue,WA,98004
  • Patrick Galbraith Photo

    Patrick Galbraith, CFP

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    Before becoming a financial advisor, Patrick was a professional tennis player. A doubles specialist, he reached the World No. 1 doubles ranking in 1993 and won 38 top-level doubles titles in his career, including mixed doubles champion at the US Open in 1994 and 1996. Previously, Patrick played tennis for UCLA, where he was a three-time All-American and an NCAA doubles champion in 1988.

    Today, he leverages this personal experience to help clients, including professional athletes, achieve their financial goals. Whether planning for a comfortable retirement, the efficient transfer of wealth or a legacy for generations to come, Patrick collaborates with clients and leads them through our planning process. Once a plan is in place, he constructs the right asset
    allocation to help them pursue their desires. “Successful outcomes,” he says, “require me to be a good listener. I must understand what our clients are looking to achieve and come in with no
    assumptions. It sounds so easy, but it is so important.”

    While on tour playing tennis professionally, he used his free time to explore his interest in finance. “I wanted to maximize what I had earned and believed at a young age in the power of investing capital,” he says. Upon retiring, he wanted to help those who had accumulated a large amount of wealth achieve their dreams.

    Patrick believes that success, whether as a financial advisor or a pro athlete, takes an incredible amount of hard work, discipline and dedication—characteristics that serve his clients well.

    Experience
    – SVP and Financial Advisor, UBS Financial Services Inc., 2001 – present
    – Professional tennis player, 1989 – 2000

    Outside of UBS
    – Patrick has served on the board of the US Tennis Association since 2007, including as president and chairman in 2019 and 2020. He played an important role in reopening tennis, including staging the Western & Southern Open and the US Open, in 2020.
    – When he’s not playing tennis, Patrick enjoys hiking, biking and skiing.

    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • UCLA, B.A., psychology: 2001
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER®
    • Series 7, 65 and 66 securities licenses
    Professional athletes
    Professional entertainers
    Business owners
    Corporate executives
    Estate planning strategies
    Alternative investments
    925 Fourth Avenue
    31st and 32nd Floors
    Seattle, WA 98104
    pat.galbraith@ubs.com
    Patrick Galbraith, CFP
    925 Fourth Avenue,Seattle,WA,98104
  • Diana-Hendrickson

    Diana Hendrickson

    Senior Registered Client Associate

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    • AZ
    • CA
    • OR
    • WA

    Creating peace of mind
    Diana brings over 30 years of experience to the critical support she provides as an integral part of the Focus Advisors team. She is passionate about developing a trusted relationship with each client by assisting them in the day-to-day management of their financial lives. With her attention to detail, listening skills and empathy, she strives to deliver exceptional service by understanding each client’s business and personal needs. “From financial and estate planning, to philanthropy, to everyday life, our goal is to give clients peace of mind.”  

    With a background in retirement and insurance, Diana has always been keen to continue learning as she moved into wealth management. She takes pride in the relationships she and her team have developed over the years with each other and with their clients. She has worked with members of the team since 2012, which is a testament to the team’s close collaboration on behalf of their clients. “I am committed to building strong relationships within our team, my co-workers and most importantly, our clients,” says Diana. Guided by the principles of honesty, integrity and loyalty in all she does, Diana aims to delight clients with responsive, intelligent service.

    Experience
    -Senior Registered Client Associate, UBS Financial Services, 2010 - present

    Education and credentials
    -Series 7 and 63 licenses

    Life
    Born and raised in Washington, Diana lives in Kent with her spouse and four rescue dogs. She supports Habitat for Humanity and loves to volunteer at the Humane Society and Pasado’s Safe Haven. Diana is also an artist and loves to travel and cook in her spare time.

          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
          diana.hendrickson@ubs.com
          Diana Hendrickson
          925 Fourth Avenue,Seattle,WA,98104
        • Elysia Bui

          Elysia Bui

          Registered Client Associate

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • WA
          • WY

          Always improving the client experience
          As someone who is keen to deliver an exceptional experience for clients, Elysia enjoys being part of a team that is always looking to improve and expand the ways they serve individuals, professionals and families. She appreciates how each member of the team works diligently to ensure clients have a good experience. This is her primary focus in helping to address clients' day-to-day wealth management needs, and she is passionate about building trusted relationships with each and every client.

          Experience
          -Registered Client Service Associate, UBS Financial Services, Inc., 2022 - Present

          Education and credentials
          -B.A. Financial Economics, Political Science Minor, Western Washington University

          -Series 7 and 66 License

          Life
          Elysia enjoys spending time with her friends and family, traveling, and volunteering for environmental causes and community events.

          Elysia has always understood the importance of a firm financial foundation to success, stability and safety. Today she takes pride in being able to help others build wealth and realize their goals.

            • Western Washington University, B.A. Financial Economics, Minor Political Science
              925 Fourth Avenue
              31st and 32nd Floors
              Seattle, WA 98104
              elysia.bui@ubs.com
              Elysia Bui
              925 Fourth Avenue,Seattle,WA,98104
            • Alexis

              Alexis Green

              Senior Wealth Strategy Associate

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                As a Senior Wealth Strategist, Alexis excels in building trusted client relationships and developing tailored strategies to build and preserve wealth. Growing up in a family involved in the local finance and insurance industry, Alexis was inspired early on to pursue a career in wealth management.

                With a client-centric approach rooted in collaboration, Alexis supports her team across all practice areas, including client engagement, analytical support, wealth planning, and operational duties. She is passionate about guiding clients through their financial journeys with integrity and empathy.

                Education and credentials

                - B.A. Business Economics & Finance, Seattle University
                - Series 7, Series 63 & Series 65
                 

                Life

                Alexis spent many years as a competitive figure skater, and she achieved her Double Gold Medal in Moves-in-the-Field and Freestyle.

                In her free time, Alexis still enjoys figure skating, as well as tennis, skiing, and spending time with family & friends. She lives in Seattle with her fiancé, Logan, and their miniature Aussiedoodle, Banana.

                      925 Fourth Avenue
                      Seattle, WA 98104
                      alexis.green@ubs.com
                      Alexis Green
                      925 Fourth Avenue,Seattle,WA,98104
                    • Joseph Marsh

                      Joseph Marsh

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AK
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • KS
                      • LA
                      • MA
                      • MD
                      • MI
                      • MN
                      • MT
                      • NC
                      • NE
                      • NJ
                      • NV
                      • NY
                      • OH
                      • OR
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WY

                      A personalized approach to investment management
                      Joseph brings over 39 years of experience to helping clients with their investment needs as part of the Focus Advisors team.  He puts his background in accounting and economics to work in identifying investment opportunities through a disciplined process that includes specialized portfolios focused on cash flows from dividend growth. He takes pride in developing custom investment solutions aligned with each client’s needs, rather than off-the-shelf products. He is focused on helping clients pursue their long-term goals and objectives through highly personalized investment guidance .

                      Experience
                      Merrill Lynch 1982 to 2008
                      UBS 2008 to present

                      Education and credentials
                      -B.A. in accounting, minor in economics, University of Washington
                      -former CPA
                      -Series 63 license

                      Life
                      Joseph enjoys fly fishing, skiing, and golfing with his two children and three grandchildren.

                       

                            225 108th Avenue NE
                            Suite 800
                            Bellevue, WA 98004
                            joseph.marsh@ubs.com
                            Joseph Marsh
                            225 108th Avenue NE,Bellevue,WA,98004
                          • Mark-Hassel

                            Mark J. Hassel

                            Senior Vice President–Wealth Management

                            Financial Advisor

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                            • AK
                            • AR
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DC
                            • DE
                            • FL
                            • GA
                            • HI
                            • IA
                            • ID
                            • IL
                            • IN
                            • KS
                            • LA
                            • MA
                            • MD
                            • ME
                            • MI
                            • MN
                            • MO
                            • MT
                            • NC
                            • NJ
                            • NM
                            • NV
                            • NY
                            • OH
                            • OR
                            • PA
                            • RI
                            • SC
                            • TN
                            • TX
                            • UT
                            • VA
                            • VT
                            • WA
                            • WY

                            Clarifying goals, helping realize dreams
                            Mark has always had a keen interest in finance, from his boyhood days tracking the performance of stock certificates that he received as birthday and holiday gifts. Today, he enjoys helping people understand the “benefits of owning great publicly traded companies and how that can help them achieve their financial goals.” With decades of experience working with individuals and families, Mark focuses on helping clients simplify and organize their financial lives. He takes time to help clients clarify their goals by first determining what is important to them. This way, they can “create goals that will help them realize their dreams.” Based on this understanding of each client’s unique situation, he works diligently to customize a financial plan that can serve as a roadmap, helping guide clients toward those dreams.

                            Mark places great value on transparent and regular communication. For him, “Ongoing, consistent communications with clients is key.” He works closely with his team to deliver cost-effective solutions and spends time educating clients on various strategies and their benefits.  He finds it satisfying to see clients be able to use their resources and assets to “pursue their financial dreams, whatever those might be.”  

                            Experience
                            - Financial Advisor, UBS Financial Services, 1995 - present

                            - Account executive, Kidder, Peabody & Company, 1987 - 1995.

                             
                            Education and credentials
                            - Series 7,63 and 65 licenses

                            - Health Insurance licensed

                            - B.A. in business administration with a concentration in finance, University of Washington

                            Outside UBS
                            Mark is an active outdoor enthusiast and enjoys golfing, fishing, boating and hiking. He and his wife enjoy spending time with their three daughters and grandchildren in Seattle and San Diego.

                            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                                225 108th Avenue NE
                                Suite 800
                                Bellevue, WA 98004
                                mark.hassel@ubs.com
                                Mark J. Hassel
                                225 108th Avenue NE,Bellevue,WA,98004

                              Business owners

                              Business Owner in entryway

                              Advice for business owners & entrepreneurs

                              Three generations on beach

                              From success to succession

                              cleaners

                              Business transition & succession planning

                              Train crossing a bridge at sunset

                              Approach your financial future with confidence

                              Woman with architectural plans

                              A plan to simplify your financial life

                              You’re considering an exit in 5 years

                              You’re considering an exit in 5 years

                              You’re 3 years away from exiting

                              You’re 3 years away from exiting

                              You’re selling within the year

                              You’re selling within the year

                              • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                              • Fine-tune your business model to be most appealing to a buyer
                              • Make sure business documentation and financial statements are in order
                              • Put together a team to prepare the business and optimize value
                              • Strengthen your management team
                              Learn more

                              • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                              • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
                              • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
                              • Explore gift and estate strategies to help maximize net proceeds from a sale

                              Learn more

                              • Finalize your trust and estate strategies 
                              • Work with us to interview and select the investment banker that works best for you
                              • Finalize your exit plan and focus on getting the best deal for the sale
                              • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
                              • As needed, prepare employees and managers for the transition
                              • Think about what’s next for you and your future, after the sale
                              Learn more

                              Planning for families

                              Father and daughter hiking in fields

                              Navigating opportunities across your enterprise

                              Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

                              Adult children with parents

                              Dividing wealth across generations

                              Couple in an art gallery

                              Comprehensive planning for significant wealth

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                              Making sense of significant wealth

                              We can help you plan for it.

                              When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                              We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                              A leader in wealth management

                              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

                              Global leader

                              UBS is a leading and truly global wealth manager

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