Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers

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
    • 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
          • IA
          • ID
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
          • MT
          • NC
          • NE
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • 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

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

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