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
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Barron's Top 1,200 Financial Advisors, 2023
    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, 2023The 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, 2023The 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

Raise your financial game

Watch the all-new series: PlayersTV’s Level Up, presented by UBS

Some of the top athletes in professional sports share their experience on managing money in our all-new financial literacy series, Level Up, featuring renowned athletes like NFL’s Austin Ekeler, NBA’s Malcolm Brogdon, Track Olympian Kristi Castlin and more. Binge all 10 shows at ubs.com/legacy.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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