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.

  • 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

                Multicultural

                Invest to advance

                Let’s build the future of multicultural wealth. Together.

                Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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