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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
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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