A legacy for generations

Mountain climbers reaching the summit

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.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Paul-Adams

    Paul Adams, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MT
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    Paul began his financial services career with Merrill Lynch in 1997, and now works to help develop individualized wealth management and liability management strategies with a select group of families. Paul creates customized wealth management strategies with a personal touch, and has the ability to review complex situations and help clients develop clear, concise, and relevant strategies. He coordinates the team's Financial Planning services, concentrated stock hedging and option strategies. Paul holds the Certified Financial Planner™ designation and is a Charted Retirement Planning Counselor™.

    Paul grew up in Wenatchee Washington and earned a bachelor of science degree from Central Washington University in both Economics and Finance. Paul and his wife, Kristine have three children, Caden, Alexandra and Charlie.

     

    • Forbes Best-in-State Wealth Advisors, 2022The 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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Central Washington University, Bachelor of Science - Economics and Finance
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor℠
    • Senior Portfolio Manager
    225 108th Avenue NE
    Suite 800
    Bellevue, WA 98004
  • Brett-Williams

    Brett Williams, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MT
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    Brett began his career in one of the equity market’s most tumultuous time periods on record—and over the past 17 and has helped clients manage their wealth throughout good times and bad. He joined UBS in 2009 after 10 years at Merrill Lynch and prior tenures at Bank of America going all the way back to the days of Rainier Bank.

    Within our team, Brett oversees the portfolio strategies and liability management needs of our clients. Brett holds the Certified Financial Planner™ designation and is a Chartered Retirement Planning Counselor™.

    Brett and his wife, Stephanie live in Woodinville and have raised two kids, the youngest of whom is attending Washington State University.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      225 108th Avenue NE
      Suite 800
      Bellevue, WA 98004
    • Tyler-Neal

      Tyler Neal, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • HI
      • ID
      • MA
      • MI
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OR
      • SC
      • TX
      • UT
      • VA
      • WA
      • WY

      For over a decade, Tyler has assisted corporate executives, business owners and successful families with comprehensive financial planning and investment management.  Prior to starting a professional career in wealth management, Tyler worked as an executive for the May and Federated Department Store Companies.  He holds the CERTIFIED FINANCIAL PLANNER™ accreditation.

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        • CERTIFIED FINANCIAL PLANNER™
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
      • Kyle-Kuykendall

        Kyle Kuykendall, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • MI
        • MN
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Kyle enjoys snowboarding, golfing, camping and traveling with his wife Kari in his spare time. His role within our team is to provide advice for clients and their investments that will help them achieve the goals in their financial plan. In 2008, he graduated from Washington State University with a degree in Business Administration with an emphasis on finance. Shortly after Kyle graduated from college he obtained his Series 7, Series 66, Washington State Life and Disability Insurance Licenses. He received the Certified Financial Planner™ designation in 2015 to help clients with their complex financial planning needs.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        • Washington State University, Business Administration
        • Washington State University, Business Administration
        • CERTIFIED FINANCIAL PLANNER™
        • Portfolio Manager
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
      • Andrew-Dickson

        Andrew Dickson

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • MD
        • MI
        • MN
        • MT
        • NJ
        • NV
        • NY
        • OH
        • OR
        • SC
        • TX
        • UT
        • VA
        • WA
        • WY

        Andrew joined UBS in 2016 after graduating from the University of Washington with a degree in Business Administration with a focus in finance. He is FINRA registered and holds Series 7 and 66 securities licenses as well as Washington State Life and Disability Insurance Licenses. Andrew lives in Seattle with his wife, Keely. Outside of the office, they spend their spare time skiing, rooting on the Huskies, and relaxing with family and friends.

        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        • University of Washington, Business Administration - Finance
          Financial planning
          Custom portfolios
          Executive compensation
          Lending services
          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
        • Patricia-Gerken

          Patricia Gerken, CFP, CRPC

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • ID
          • MA
          • MI
          • MN
          • MT
          • NJ
          • NV
          • NY
          • OR
          • SC
          • TX
          • UT
          • VA
          • WA
          • WY

          Patt is a 36 year veteran of the financial services industry and joined UBS in 2006. She is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELOR – helping her clients juggle their current needs and long-term security.

          Patt and her husband, Dick, live in Bellevue and spend their free time boating in Puget Sound and the San Juans.

              • CERTIFIED FINANCIAL PLANNER™
              • Chartered Retirement Planning Counselor℠
              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Who we work with

            Who we work with

            Life is unpredictable. Could we be better prepared?

            For some of life's questions you're not alone. Together we can find the answer.

            With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

            Backed by the strength of UBS

            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