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

    Market Director

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    • AZ
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MN
    • MO
    • NJ
    • NY
    • OH
    • OR
    • SD
    • TN
    • UT
    • VA
    • VT
    • WA

      • University of Washington , Business Administration
      Financial planning
      Sustainable investing
      1604 Hewitt Ave
      6th Floor, Suite 601
      Everett, WA 98201
    • Necia-Fuller

      Necia Fuller

      Client Associate Senior

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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
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            Anthony Georgeadis

            Client Associate

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                • University of Arizona, Personal Finance and Financial Planning
                  1604 Hewitt Ave
                  6th Floor, Suite 601
                  Everett, WA 98201

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