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

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MO
    • 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, 2022, 2023, 2024The 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, 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.

    • 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
    paul.r.adams@ubs.com
    Paul Adams, CFP, CRPC
    225 108th Avenue NE,Bellevue,WA,98004
  • Brett-Williams

    Brett Williams, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MO
    • MT
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • 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, 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.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor
      225 108th Avenue NE
      Suite 800
      Bellevue, WA 98004
      brett.t.williams@ubs.com
      Brett Williams, CFP, CRPC
      225 108th Avenue NE,Bellevue,WA,98004
    • Tyler-Neal

      Tyler Neal, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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

      Tyler joined UBS and a career in wealth management back in 2007.  He holds the Series 7 and 66 securities licenses as well as the Washington State life and disability insurance license.  He also holds the CERTIFIED FINANCIAL PLANNER™ accreditation.  His practice focuses on assisting corporate executives, business owners and successful families with comprehensive financial planning and investment management.  He customizes each client’s strategy to reflect their unique objectives and priorities. 

      Tyler grew up in Bellevue, Washington and earned a Business Administration degree with a finance concentration at Seattle University.  He has been married to Angela for over 25 years, has two daughters and resides in Sammamish, WA.  Outside of the office, Tyler enjoys traveling, sporting events and spending time with friends and family.

      • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 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.

        • CERTIFIED FINANCIAL PLANNER™
        Retirement planning
        Estate planning strategies
        Custom portfolios
        Business owners
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
        tyler.neal@ubs.com
        Tyler Neal, CFP
        225 108th Avenue NE,Bellevue,WA,98004
      • Kyle-Kuykendall

        Kyle Kuykendall, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OR
        • 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 Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 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.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The 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.

        • Washington State University, Business Administration
        • Washington State University, Business Administration
        • CERTIFIED FINANCIAL PLANNER™
        • Portfolio Manager
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
        kyle.kuykendall@ubs.com
        Kyle Kuykendall, CFP
        225 108th Avenue NE,Bellevue,WA,98004
      • Andrew-Dickson

        Andrew Dickson

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • MD
        • MI
        • MO
        • MT
        • NJ
        • NV
        • NY
        • 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, 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.

        • University of Washington, Business Administration - Finance
          Financial planning
          Custom portfolios
          Executive compensation
          Lending services
          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
          andrew-j.dickson@ubs.com
          Andrew Dickson
          225 108th Avenue NE,Bellevue,WA,98004
        • Patricia-Gerken

          Patricia Gerken, CFP, CRPC

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • MA
          • MI
          • MO
          • MT
          • NJ
          • NV
          • NY
          • OR
          • SC
          • TX
          • 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
              patricia.a.gerken@ubs.com
              Patricia Gerken, CFP, CRPC
              225 108th Avenue NE,Bellevue,WA,98004
            • John-Greene

              John Greene, CTFA, CIMC

              Vice President–Wealth Management

              Financial Advisor

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

              Since 1988 John has supported affluent families with knowledgeable guidance and straight forward strategies.  He recognizes that wealth management can feel daunting even in the calmest market environments, so he strives to lift the burden and free clients to focus on enjoying their busy lives.  From retirement and estate planning services to trust creation and cash flow management, John's goal is to help clients look beyond simple investment management to align every aspect of their wealth.

              Because the financial world is constantly evolving, John believes ongoing education is just as important as decades of industry experience.  He focuses on staying abreast of economic, geopolitical and societal developments that may impact client's financial circumstances.  In addition, he spends significant time every year maintaining Certified Trust and Financial Advisor (CTFA) and Certified Investment Management Consultant (CIMC) designations, which he first earned over a decade ago. John holds a Finance degree from Metropolitan State University of Denver and has spent his entire after college career working in the financial industry.  In his free time, John is a dedicated community supporter through previously working on the board of the American Jewish Committee and currently with children's Hospital Advisor program.  He has two grown children Rachel and Josh and enjoys golf, hiking and biking.

               

                • Metropolitan State University, Finance
                • Certified Investment Management Consultant
                • Certified Trust and Financial Advisor
                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004
                john.l.greene@ubs.com
                John Greene, CTFA, CIMC
                225 108th Avenue NE,Bellevue,WA,98004
              • Ann-Seidel

                Ann Seidel

                Team Administrator

                • image
                • image
                • CA
                • OR
                • WA

                Ann has over 25 years of financial industry experience with sales, trading, compliance and middle operations roles at S&P 500 companies and smaller startup companies. She leads the team’s client servicing, providing support for client relationship building, developing and training support team associates. Originally from the Bay Area, Ann graduated from San Francisco State University with a degree in Finance. She has worked at Goldman Sachs, NPCI Companies,  Bodri Capital Management LLC and FutureSelect Portfolio Management.

                Before moving to Washington she was lucky to be a participant on Make Me a Millionaire, a TV game show that replaced the Big Spin in California. Ann now lives in Kirkland with her husband and daughter. Outside of the office, she enjoys weekend exploring in Canada and nearby states, and baking. Over the past 20 years, her family has hosted exchanges students from Austria, Italy, Germany, Moldava, France and for the upcoming school year, Japan. 

                  • San Francisco State University, Finance
                    225 108th Avenue NE
                    Suite 800
                    Bellevue, WA 98004
                    ann.seidel@ubs.com
                    Ann Seidel
                    225 108th Avenue NE,Bellevue,WA,98004
                  • Justin-Lewis

                    Justin Lewis

                    Senior Wealth Strategy Associate

                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • ID
                    • MT
                    • OR
                    • TX
                    • WA

                    Justin Lewis began his career in the financial services industry in 2012. He holds a Bachelor of Science in Business Administration with a minor in American History from the University of Southern California.  While attending college, Justin served as a teaching assistant for an investment class which studied behavioral finance and market efficiency. Justin works on portfolio development and implementation as well as cash management needs. He was raised in Sammamish, WA and moved back to the Pacific Northwest after his graduation from USC.  When not working, Justin enjoys spending time playing soccer, attending sporting events, and playing with his dogs Odin and Finn.

                      • University of Southern California, Bachelor of Science - Business Administration
                      • Seattle University, Master of Business Administration
                        225 108th Avenue NE
                        Suite 800
                        Bellevue, WA 98004
                        justin.lewis@ubs.com
                        Justin Lewis
                        225 108th Avenue NE,Bellevue,WA,98004
                      • MB

                        Madison Buchea

                        Client Associate

                        • image
                        • image
                        • image
                        • AZ
                        • CA
                        • WA

                        The wealth management industry sparked Madison’s interest while interning at UBS in college. Upon graduating from Washington State University in 2020, she joined the team with her Finance degree and Strategic Communication minor. Madison specializes in developing client relationships, account onboarding, and assisting with insurance policies. She is fully registered with the Series 7 and Series 66 securities licenses. Outside of the office you will find Madison snowboarding, paddle boarding around Lake Union, and cheering on the WSU Cougars. 

                          • Washington State University, Business Administration
                            Banking
                            Long-term care planning
                            Financial Services professionals
                            Securities-backed lending
                            225 108th Avenue NE
                            Suite 800
                            Bellevue, WA 98004
                            madison.buchea@ubs.com
                            Madison Buchea
                            225 108th Avenue NE,Bellevue,WA,98004
                          • Kevin Tiv

                            Kevin Tiv

                            Client Associate

                            • image
                            • image
                            • image

                              Kevin joined the team towards the end of 2021; after graduating from the University of Washington with a degree in Business Administration and focus on finance and management. During his time in college, he learned that his passion for wealth management stems from the ability to help others. Kevin is currently studying for his securities licenses and supports our team's operational and administrative needs. In his free time, Kevin enjoys watching sports and being around his friends and family. 

                                    225 108th Avenue NE
                                    Suite 800
                                    Bellevue, WA 98004
                                    kevin.tiv@ubs.com
                                    Kevin Tiv
                                    225 108th Avenue NE,Bellevue,WA,98004
                                  • Dillon

                                    Dillon Stuart

                                    Senior Wealth Strategy Associate

                                    • image
                                    • image
                                    • image
                                    • CA
                                    • OR
                                    • WA

                                          225 108th Avenue NE
                                          Suite 800
                                          Bellevue, WA 98004
                                          dillon.stuart@ubs.com
                                          Dillon Stuart
                                          225 108th Avenue NE,Bellevue,WA,98004

                                        Outlook on interest rates

                                        Tree

                                        UBS and Credit Suisse—stronger than ever

                                        Who we work with

                                        Who we work with

                                        cover art of women's document

                                        Women, wealth and well-being

                                        The challenges women breadwinners face embracing their financial clout

                                        Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                                        We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                                        Download the report

                                        A leader in wealth management

                                        Backed by the strength of our parent company, UBS AG

                                        $5.8+ trn

                                        UBS Group invested assets
                                        As of 03/31/2024

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a leading and truly global wealth manager

                                        Insights