Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mother daughter ocean

Sheri A. Larsen

Senior Vice President–Wealth Management

As a Financial Adviser, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge. I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

For over 40 years, Sheri has helped clients manage their wealth throughout good times and bad. She joined UBS in 1989 and genuinely enjoys helping clients succeed in reaching their financial goals.

From retirement and estate planning to education funding and overall financial planning, Sheri brings diverse experience to her practice across the spectrum of clients’ wealth management accreditation to serve her clients even better: Life, Health and Long- term Care Insurance  Licenses

In 2011, she earned the UBS Wealth Advisor designation. Sheri joined UBS in 1989 and was born and raised in Washington state. She has a bachelors of Art degree in business from Washington State University. In her spare time, she enjoys time with family and friends, traveling, boating and golfing with her husband.

CA License #0E1909

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • B. A. Business, Washington State University

Credentials

  • Wealth Advisor
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-2304

Email Me

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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