Insight-based advice

Necia and Marc

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.

Retired couple

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.

  • Marc Georgeadis

    Marc Georgeadis

    Senior Vice President–Wealth Management

    Branch Manager

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    • AK
    • AZ
    • DE
    • FL
    • HI
    • ID
    • IL
    • MA
    • MN
    • NJ
    • NY
    • OH
    • OR
    • TN
    • UT
    • VA
    • VT
    • WA

          Financial planning
          Investing
          Sustainable investing
          1604 Hewitt Ave
          6th Floor, Suite 601
          Everett, WA 98201
        • Necia-Fuller

          Necia Fuller

          Senior Client Associate

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          • AK
          • AZ
          • CA
          • OR
          • WA

          Necia joined UBS in 2015 as a Sr. Registered Client Service Associate and has been in the industry for 17 years. She has her Series 7 and 66 licenses.

                1604 Hewitt Ave
                6th Floor, Suite 601
                Everett, WA 98201

              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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              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

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              UBS is a world-leading wealth manager

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