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

    Financial Advisor

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

      • University of Washington , Business Administration
      • CERTIFIED FINANCIAL PLANNER®
      Financial planning
      Investing
      Sustainable investing
      1604 Hewitt Ave
      6th Floor, Suite 601
      Everett, WA 98201
      marc.georgeadis@ubs.com
      Marc Georgeadis
      1604 Hewitt Ave,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
            necia.fuller@ubs.com
            Necia Fuller
            1604 Hewitt Ave,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
                  anthony.georgeadis@ubs.com
                  Anthony Georgeadis
                  1604 Hewitt Ave,Everett,WA,98201
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                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

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                As of 06/30/2024

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