Your wealth. For generations.

Create your legacy for those who matter

Three generations in the front yard

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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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.

  • Joergen-Schade

    Joergen Schade

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NV
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY

    Joergen began his career in one of the equity market's most tumultuous decades on record - and over the past 46 years has helped clients manage their wealth throughout good times and bad. He joined UBS in 1974 after 5 years at Blyth Eastman Dillon & Co.

    With clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 1, 3, 4, 12, 40 and 63 securities licenses.

    Joergen lives in Mercer Island, WA with his wife.

          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
        • Forrest-Fielder

          Forrest E. Fielder

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KY
          • MA
          • ME
          • MI
          • MN
          • MT
          • NC
          • NE
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WV
          • WY

          Over the past 17 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP.

          With Forrest's clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

          Forrest earned his B.S. in Business Administration from Western Washington University and his Law Degree is from Seattle University School of Law.

          Forrest is an active member of his community, serving on the board of directors of the Falls Little League, and is a former Cubmaster with the Boy Scouts of America.

          He resides in Fall City, WA with his wife and four children.

            • Western Washington University, B.S. in Business Administration
            • Seattle University School of Law, Law Degree
              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
            • Scott-Campbell

              Robert "Scott" Campbell

              Senior Wealth Strategy Associate

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              • CA
              • WA

              Scott began his career at UBS, while still in college, in 2001. He specializes in client support, handling operational inquiries and providing exceptional service. Scott utilizes his 16 years in the financial services industry to bring impeccable industry knowledge and extensive problem solving skills to the team.

              Scott has a B.S. in Economics from the University of Washington. He is FINRA-registered and holds both Series 7 and Series 66 securities licenses.

              In addition to being a member of the team, Scott is an avid Husky Football fan and enjoys participating in marathons with his wife. He currently resides in Bothell, WA with his wife and daughter.

                • University of Washington, B.S. in Economics
                  225 108th Avenue NE
                  Suite 800
                  Bellevue, WA 98004
                • Tammy Lester

                  Tammy Lester

                  Client Associate

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                  • WA

                  Tammy comes to UBS in 2022 with over 26 years of wealth management experience.  She is passionate about service our clients.

                   

                  In her time away from the office, she enjoys crafting, quilting, family time and camping with her husband.

                        225 108th Avenue NE
                        Suite 800
                        Bellevue, WA 98004

                      Defining your priorities. Pursuing what matters.

                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                      Multi-generational families

                      Multi-generational families

                      Foundations and endowments

                      Foundations and endowments

                      Professionals

                      Professionals

                      Year Ahead 2023

                      A year of inflections

                      Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $3.9 trillion

                      In invested assets globally 
                      As of 12/31/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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