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:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • ID
  • IN
  • KY
  • LA
  • MA
  • ME
  • MI
  • MN
  • MS
  • NC
  • NH
  • NJ
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes America's Top Wealth Advisors, 2022The 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, 2022The 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

Players TV

The world’s top athletes are back in business

Watch the all-new season of PlayersTV’s “Front Office,” presented by UBS

In season one, the world’s top athletes got down to business, investing in thriving start-ups. In season two, a new team of world-class athletes hears pitches from entrepreneurs with a range of exciting businesses. Who will get the funding they need to take their business to the next level? 

Episode 4: Deron Williams—3X NBA All-Star; 2X Olympic Gold Medalist

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

Insights