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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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Gary Pratt

Senior Vice President–Wealth Management

Gary is a founder and senior partner of Capstone Advisors and specializes in comprehensive wealth planning for corporate executives, business owners, and wealthy families. Gary has 27 years of experience as a financial advisor with UBS Financial Services. By clearly understanding his client's personal and professional goals and objectives, he provides comprehensive advice around specific and detailed wealth management and cash flow needs. He is experienced in financial planning, cash flow analysis, insurance, and portfolio design and management. Gary has a B.S. in Engineering and an M.B.A. from the Foster Business School at the University of Washington. Gary and his wife Teri live in Kirkland and enjoy golf, running, and skiing in their free time.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • MI
  • MO
  • MT
  • NC
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • SD
  • TX
  • UT
  • WA

Education

  • M.B.A. Finance, University of Washington
  • B.S. Civil Engineering, University of Washington

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-2319

Email Me

The Year Ahead - Sustainable Investing

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.

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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

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