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.



Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • 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

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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