Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Two women in office

Stacy Oster, CFP

Financial Advisor

Senior Portfolio Manager

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Barron's Top 1,200 Financial Advisors, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America's Top Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Portfolio Manager
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-3419

Email Me

Swimmer

UBS Sports & Entertainment

When incredible financial opportunities come your way

Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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