Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Woman lobby

Marne "Anderson" Head, CFA

Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • CT
  • FL
  • HI
  • ID
  • IL
  • MA
  • MD
  • MI
  • OH
  • OR
  • PA
  • TX
  • WA
  • WI
  • WY

Education

  • Business Administration Degree, University of Washington

Credentials

  • Chartered Financial Analyst®
  • Wealth Advisor
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 447-2447

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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

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