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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
First Vice President–Wealth Management
Financial Advisor
Beginning in 1996, Stephanie Honan has built a broad background in investment services including institutional sales, advising business owners, working with foundations/endowments, and assisting high net-worth individuals in investment planning. She works extensively with retirement plans, businesses, employee stock options, non-profits, and CPAs throughout the Northwest. She earned a Bachelor's degree in political science from WSU and has completed postgraduate work in finance at the UW. She is a CERTIFIED FINANCIAL PLANNER™, CFP®.
CA Insurance License # 0M74803
Personal & Community
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.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Beginning in 1996, Stephanie Honan has built a broad background in investment services including institutional sales, advising business owners, working with foundations/endowments, and assisting high net-worth individuals in investment planning. She works extensively with retirement plans, businesses, employee stock options, non-profits, and CPAs throughout the Northwest. She earned a Bachelor's degree in political science from WSU and has completed postgraduate work in finance at the UW. She is a CERTIFIED FINANCIAL PLANNER™, CFP®.
CA Insurance License # 0M74803
Personal & Community
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.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
