Your evolving business

Comprehensive wealth management for business owners

team

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kurt 1

    Kurt J. Owen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Portfolio Manager
      • Wealth Advisor
      925 Fourth Avenue
      31st and 32nd Floors
      Seattle, WA 98104
      kurt.j.owen@ubs.com
      Kurt J. Owen
      925 Fourth Avenue,Seattle,WA,98104
    • joe

      Joseph "Joe" Covey, CEPA, CRPS

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SD
      • TN
      • TX
      • VA
      • WA
      • WI

      Joe joined UBS in 2012 from J.P. Morgan Private Bank in Seattle where he worked as a banker for 2 years serving individuals, families and foundations. Prior to his role in Seattle, Joe was an investment specialist for J.P. Morgan in Dallas, TX, for 6 years. He began his career with Pennaluna in Coeur d'Alene, Idaho in 2002. Joe received his BA in Finance from Texas Christian University and holds his MBA in Financial Services, as well as, the Series 7 and 66 securities licenses. Joe is a native of Spokane, WA and lives in Sammamish with his wife, son and daughter. He enjoys hiking, fishing, the outdoors and being an active member in his local church community.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

      • BA in Finance, Texas Christian University
      • MBA in Financial Services, Texas A&M - Commerce
      • Certified Exit Planning Advisor
      • Portfolio Manager
      • Chartered Retirement Plans Specialist℠
      925 Fourth Avenue
      31st and 32nd Floors
      Seattle, WA 98104
      joe.covey@ubs.com
      Joseph "Joe" Covey, CEPA, CRPS
      925 Fourth Avenue,Seattle,WA,98104
    • devin new1

      Devin R. Meucci

      Investment Associate

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      • CA
      • CO
      • HI
      • NM
      • NY
      • OR
      • WA

            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
            devin.meucci@ubs.com
            Devin R. Meucci
            925 Fourth Avenue,Seattle,WA,98104
          • Nikki 1

            Nejra "Nikki" Halilovic

            Client Associate

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                    925 Fourth Avenue
                    31st and 32nd Floors
                    Seattle, WA 98104
                    nejra.halilovic@ubs.com
                    Nejra "Nikki" Halilovic
                    925 Fourth Avenue,Seattle,WA,98104
                  • kyla

                    Kyla Dixon

                    Client Associate

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                            7250 Dallas Parkway
                            Suite 1200
                            Plano, TX 75024
                            kyla.dixon@ubs.com
                            Kyla Dixon
                            7250 Dallas Parkway,Plano,TX,75024

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                          A team approach

                          A team approach

                          Our Philosophy

                          Our Philosophy

                          Our Process

                          Our Process

                          two men planning

                          Ready to sell your business?

                          The five hallmarks of a successful sale

                          Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

                          Insights