Senior Vice President–Wealth Management
Financial Advisor
As a Wealth Management Advisor and CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Gary helps clients determine long-term financial goals and implements customized investment strategies.
Gary also holds a CRPS® (Chartered Retirement Plans SpecialistSM) certification, helping corporate clients establish and administer 401(k), profit sharing, defined benefit and nonqualified deferred compensation plans.
In addition to completing his Series 9/10 (options and general securities principal) management licenses, Gary is also the Assistant Market Head for 9 Pacific Northwest UBS offices. Before joining UBS, Gary was a Producing Sales Manager for Merrill Lynch.
Gary has served on the Seattle Aquarium Board of Directors, and is currently on Advisory Committees for Bellevue College and Seattle’s Fifth Avenue Theatre.
Prior to his career in financial services, Gary worked in the department store business for 18 years, most recently as a Senior Vice President, General Merchandise Manager for the Macy's Northwest Division. He began his career as a Financial Advisor with UBS in June 2004, moving to Merrill Lynch in May 2008.
Gary has a BA in political science from San Diego State University.
Education
Credentials
Associate Market Executive
CERTIFIED FINANCIAL PLANNER®
Hannah is a CERTIFIED FINANCIAL PLANNER™ professional focusing on generational financial planning, with an emphasis on creating holistic and comprehensive financial plans to address important priorities. Hannah comes to UBS with a unique background that offers a fresh and diverse perspective on wealth management.
Prior to her career as an advisor, Hannah received her MA from the University of Washington in the field of international studies. During the program, she taught political science courses at the University of Washington and spent summers overseas in Turkey (at Bogazici University) and Azerbaijan (at the Azerbaijan University of Languages) on Departments of State and Education grants. Before her program, she worked in Washington, D.C. on a federally-funded program for study abroad. Hannah received her BA in political science from the University of Washington, during which time she spent a semester at the University of Tuebingen in Germany. She is conversational in Turkish and German, and hold her Series 7, 66, 9 and 10 licenses, and Washington State Life and Disability Insurance licenses.
Education
Credentials
Senior Wealth Strategy Associate
Brigitte joined the Grossblatt practice in 2019, as a licensed Client Service Associate, managing all administration for the practice.
She grew up in Italy where she obtained her BA from John Cabot University in Rome. She studied business administration with a concentration in marketing and a minor in history. After university, she lived in Ecuador for three years working with local fashion designers and artisans building relationships and merging old and new traditions in the niche fashion market of Quito. In the fall of 2018, Brigitte joined the UBS family to pursue a career in the financial industry, drawing on her background in business and relationship management.
Brigitte speaks Italian and is conversational in Spanish. She holds her Series 7, 66 and Washington State Life and Disability Insurance licenses.
Education