Family. Wealth. For Generations.

Person standing on mountaintop

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • GG

    Gary Grossblatt, CFP

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • LA
    • MD
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    • NY
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    As a Wealth Management Advisor and CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Gary has helped clients determine long-term financial goals and implement customized investment strategies for nearly two decades.

    Gary also holds a CRPS® (Chartered Retirement Plans SpecialistSM) certification, helping corporate clients establish and administer 401(k), profit sharing, defined benefit and nonqualified deferred compensation plans. Before joining UBS, Gary was a Producing Sales Manager for Merrill Lynch.

    Gary lives in Seattle with his wife Mary Kay, and their Great Pyrenees dog, Babs. He has three adult children, Hannah, Haley and Maddy, who live nearby.  
    Gary has served on the Seattle Aquarium Board of Directors, and is currently on Advisory Committees for Bellevue College and Seattle’s Fifth Avenue Theatre.
    Prior to his career in financial services, Gary worked in the department store business for 18 years, most recently as a Senior Vice President, General Merchandise Manager for the Macy's Northwest Division.
    Gary is a proud San Diego State University alumni with a BA in Political Science.

      • San Diego State University, BA in Political Science
      • CERTIFIED FINANCIAL PLANNER™
      Philanthropy
      Retirement planning
      Estate planning strategies
      225 108th Avenue NE
      Suite 800
      Bellevue, WA 98004
      gary.grossblatt@ubs.com
      Gary Grossblatt, CFP
      225 108th Avenue NE,Bellevue,WA,98004
    • Levi Robinson, CFP, ChFC

      Senior Vice President–Wealth Management

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      • AK
      • AZ
      • CA
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      • FL
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      • LA
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      • NC
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      • NV
      • NY
      • OH
      • OR
      • PA
      • TN
      • TX
      • VA
      • VI
      • WA
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      • WY

      Levi often tells his clients, “If it’s important to you, then it’s important to us.” He enjoys learning about how each of his clients achieve success—as they define it—and gaining a clear understanding of their principles and values. With this deep understanding, he’s able to offer guidance from the perspective of their individual situation.

      As a founder of The Legacy Group, Levi takes a long-term view of his client relationships. He has more than 16 years of experience serving the wealth management needs of multigenerational families.

      Realizing its importance, Levi started focusing on financial planning early in his career. He became a Certified Financial PlannerTM professional in 2007 and developed a family office planning approach to best serve families through multiple generations. He considers himself an extension of the families he serves and the ability to do so a privilege.

      Levi lives in Anchorage with his wife, Blair; their three children, Brance, Adaire and Twyla; and their dog, Finn.
      They spend many winter days on skis and many summer days on the lake or taking trips to the remote cabins of Alaska via their float plane.
      Levi enjoys coaching his children in competitive alpine racing and his son’s little league baseball team.
      He played collegiate baseball at TCU and in 2002 was drafted by the Baltimore Orioles, where he played professionally for three seasons.

      • 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 Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023, 2024The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Texas Christian University (TCU), B.B.A. finance
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      Financial planning
      Legacy planning
      Alternative investments
      Business owners
      3000 A Street
      Suite 100
      Anchorage, AK 99503
      levi.robinson@ubs.com
      Levi Robinson, CFP, ChFC
      3000 A Street,Anchorage,AK,99503
    • HG

      Hannah Grossblatt, CFP, CEPA

      Authorized Officer

      Associate Market Executive

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      • LA
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      • MI
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • TN
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      • VA
      • VI
      • WA
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      • WY

      Hannah appreciates that each client has individual and specific needs, and in doing so dedicates herself to understanding a client’s unique situation as she supports their journey to meet financial and non-financial goals. Hannah recognizes the importance of education, and is passionate about providing holistic guidance that empowers her clients.

      She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA), serving multigenerational families and business owners as they identify and address important priorities and plan for next steps in life. Hannah also serves in management, as the Associate Market Executive for the Pacific Northwest Market, supporting advisors and clients across 14 offices in Washington, Alaska, Oregon and Montana.

      Hannah lives in Seattle with her husband Mike and their two cats, Sleipnir and Baldur.
      In in the winter Hannah enjoys cross-country skiing on the eastern Cascade slopes, and in the warmer months you can find her on a trail running or hiking.
      Hannah taught political science courses at the University of Washington, lived in Tuebingen, Germany, Baku, Azerbaijan and Istanbul, Turkey, and is conversational in Turkish and German. She was the recipient of both Department of State and Education overseas research grants.

      Hannah attended the University of Washington obtaining a BA in Political Science and and a MA in International Studies.

        • University of Washington, BA in Political Science
        • University of Washington, MA in International Studies
        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Business succession
        Multi-generational families
        Women investors
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
        hannah.l.grossblatt@ubs.com
        Hannah Grossblatt, CFP, CEPA
        925 Fourth Avenue,Seattle,WA,98104
      • Cameron Barrows Profile Photo

        Cameron Barrows, CFP, CEPA

        Senior Wealth Strategy Associate

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        Cameron always yearned for a career that constantly evolves. Serving as a combat medic in the US Army, he transitioned to wealth management, a field that also requires discipline, is constantly changing and brings him joy every day. “I’m passionate about helping my clients achieve their life goals and understand the impact they can make on those they care about,” he says.

        Cameron’s military experience taught him to focus on the objective and always place the mission first. It also taught him the importance of adapting to changing circumstances. The wealth plans he helps create target specific goals and can be adjusted as client needs evolve over time.

        As a Senior Private Wealth Strategy Associate on The Legacy Group team, Cameron provides advice that is driven by honesty, integrity, competence and diligence. He believes in always striving to do better. “Our clients deserve the best and this team strives to deliver the best every day,” he says.

        Cameron lives in Anchorage with his wife, Bella, and their two young daughters, Lucy and Hazel.
        He is the board president and CVO (chief volunteer officer) of the Alaska YMCA.
        He also serves as secretary of the Anchorage Concert Association.
        A member of the Alyeska Ski Patrol, Cameron enjoys the great outdoors and all the surrounding mountains and wilderness have to offer.

         

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Alaska Pacific University, Graduate Certificate in Investments
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        Financial planning
        Exit planning
        Business succession
        Multi-generational families
        3000 A Street
        Suite 100
        Anchorage, AK 99503
        cameron.barrows@ubs.com
        Cameron Barrows, CFP, CEPA
        3000 A Street,Anchorage,AK,99503
      • BL2

        Brigitte Lembo

        Senior Wealth Strategy Associate

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        Brigitte joined the Grossblatt practice in 2019, as a licensed Client Service Associate, managing all administration for the practice. Now, as a Senior Wealth Strategy Associate, she provides personalized advice to clients to help meet their goals. She is passionate and committed to developing deep relationships that inform her approach to wealth management.

        Brigitte lives in Seattle but grew up in Italy where she obtained her BA in Business Administration at John Cabot University in Rome.  
        After university, she lived in Ecuador for three years working with local fashion designers and artisans building relationships and merging old and new traditions in the niche fashion market of Quito.
        Brigitte learned her love of cooking from her nonna Marianna (grandmother); her favorite recipe is nonna’s melanzane alla parmigiana (eggplant parmigiana).
        Brigitte speaks Italian and is conversational in Spanish.

          • John Cabot University, BA in Business Administration
            Banking
            Lending services
            225 108th Avenue NE
            Suite 800
            Bellevue, WA 98004
            brigitte.lembo@ubs.com
            Brigitte Lembo
            225 108th Avenue NE,Bellevue,WA,98004
          • Rebecca Headshot

            Rebecca Fiegl, CFP

            Wealth Planning Associate

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            • AK
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            • WA

            Rebecca began her financial career with UBS in July 2021 where she works with clients on a daily basis assuring all administrative and operational services are delivered appropriately. Originally from Austria, Rebecca moved to the United States in the summer of 2017 and completed her bachelor’s degree in Business Administration from the University of New Mexico in 2019. In 2021 she moved to Alaska and obtained her MBA from UAA in the spring of 2021. She also managed to compete as a NCAA D1 Alpine Ski Racer at both UNM and UAA where she earned two All-American titles. In her free time she loves backcountry skiing, mountain biking, hiking, traveling, and playing with her cat Lulu.

              • University of New Mexico, BA in Business Administration, Management
              • University of Alaska Anchorage, MBA with an emphasis in Project Management
              • CERTIFIED FINANCIAL PLANNER™
              Banking
              Lending services
              3000 A Street
              Suite 100
              Anchorage, AK 99503
              rebecca.fiegl@ubs.com
              Rebecca Fiegl, CFP
              3000 A Street,Anchorage,AK,99503
            • Maddy

              Madeline Grossblatt

              Client Associate

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              • WA

              Maddy lives in Seattle. Prior to her time at UBS, she spent over five years supporting international professionals to obtain their short term J-1 visa to the US. Maddy attended the University of Washington, earning her BA in Germanics, during which time she lived in Berlin for a year. Although no triathlons under her belt, she is an avid walker, enjoys Pilates and traveling, and is conversational in German. 

                • University of Washington, BA in Germanics
                  225 108th Avenue NE
                  Suite 800
                  Bellevue, WA 98004
                  madeline.grossblatt@ubs.com
                  Madeline Grossblatt
                  225 108th Avenue NE,Bellevue,WA,98004
                • As'Ad Bahbah Profile Photo

                  As'Ad Bahbah

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AK
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                  • IA
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                  • MA
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                  • NC
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                  • NM
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                  • OH
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                  • WV
                  • Forbes Best-in-State Wealth Advisors, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

                  • University of Arizona, B.S. Marketing
                  • Portfolio Manager
                  • Chartered Retirement Plans Specialist℠
                  2575 East Camelback Road
                  Suite 900
                  Phoenix, AZ 85016
                  asad.bahbah@ubs.com
                  As'Ad Bahbah
                  2575 East Camelback Road,Phoenix,AZ,85016
                • William "Bill" Sobers Profile Photo

                  William "Bill" Sobers, CRPS

                  Vice President–Wealth Management

                  Financial Advisor

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                  • LA
                  • MD
                  • ME
                  • MI
                  • MO
                  • MT
                  • NC
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                  • NM
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                  • NY
                  • OH
                  • OR
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                  • SC
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                  • UT
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                    • Alaska Pacific University, M.B.A., Global Finance
                    • Montana State University, B.S., Wildlife Biology
                    • Chartered Retirement Plans Specialist℠
                    • Senior Retirement Plan Consultant
                    • Corporate Stock Benefit Consultant
                    2575 East Camelback Road
                    Suite 900
                    Phoenix, AZ 85016
                    bill.sobers@ubs.com
                    William "Bill" Sobers, CRPS
                    2575 East Camelback Road,Phoenix,AZ,85016

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                  Who we work with

                  Who we work with

                  Accessing resources. Delivering solutions.

                  Accessing resources. Delivering solutions.

                  A national footprint. Local values.

                  A national footprint. Local values.

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                  Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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                  Backed by the strength of our parent company, UBS AG

                  More than 160 years

                  offering financial advice

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