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.

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Marne "Anderson" Head, CFA

Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • CT
  • FL
  • ID
  • MD
  • MI
  • OR
  • PA
  • SC
  • 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

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We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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