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$3.1 trillion
In invested assets globally
As of 03/31/2021
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Stuart Sierer is a highly respected investment professional having distinguished himself in the field for over 52 years. A University of Washington graduate, Mr. Sierer began his career with William P Harper. During his tenure at William P Harper, he was promoted to Sales Manager and in 1975, along with two partners, bought the investment firm, Harper McLean. At Harper McLean, Mr. Sierer was Executive Vice President of the Company and Chairman of the Management Committee. After a series of acquisitions, Mr. Sierer moved his practice to PaineWebber in 1993. At UBS Financial Services, he holds the title of First Vice President – Wealth Management.
In 2004, Mr. Sierer served as President of the Seattle Bond Club. Mr. Sierer previously served as Vice Chairman on the Board of Directors for the Bank of Washington and chaired the bank's Investment Committee.
Education
First Vice President–Wealth Management
Stuart Sierer is a highly respected investment professional having distinguished himself in the field for over 52 years. A University of Washington graduate, Mr. Sierer began his career with William P Harper. During his tenure at William P Harper, he was promoted to Sales Manager and in 1975, along with two partners, bought the investment firm, Harper McLean. At Harper McLean, Mr. Sierer was Executive Vice President of the Company and Chairman of the Management Committee. After a series of acquisitions, Mr. Sierer moved his practice to PaineWebber in 1993. At UBS Financial Services, he holds the title of First Vice President – Wealth Management.
In 2004, Mr. Sierer served as President of the Seattle Bond Club. Mr. Sierer previously served as Vice Chairman on the Board of Directors for the Bank of Washington and chaired the bank's Investment Committee.
Education
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
