First Vice President–Wealth Management
Financial Advisor
With her long list of credentials and designations, Tiffani provides her clients with comprehensive financial planning strategies – asset preservation, retirement, estate planning, education, and tax mitigation.
Tiffani has spent her entire career in the financial industry. She started as an intern with Smith Barney (now Morgan Stanley), which she joined upon graduation. Several years later, she decided to build her knowledge and credentials at the local hedge fund Glacier Peak Capital, where she was Operations and Compliance Manager. She re-joined Morgan Stanley in 2013 as a financial advisor and in September of 2022 moved to UBS in Seattle.
Tiffani earned a BA from the University of Washington with a concentration in Communications and Political Science. Her CERTIFIED FINANCIAL PLANNER TM designation reflects hundreds of hours of classroom study and ongoing testing, while her other credentials reflect her focus on working with successful business executives, entrepreneurs, and families.
Tiffani is a native to the Pacific Northwest (born and raised in Portland, OR). She lives in north Seattle, with her daughter and husband, a patent attorney specializing in technology. Tiffani is a member of the Seattle Bond Club, an association of seasoned leaders in the Seattle investment community. She is committed to her community and serves with a variety of non-profit organizations. In her free time, she is an avid foodie, amateur power boater, and world traveler.
Credentials
First Vice President–Wealth Management
Financial Advisor
With her long list of credentials and designations, Tiffani provides her clients with comprehensive financial planning strategies – asset preservation, retirement, estate planning, education, and tax mitigation.
Tiffani has spent her entire career in the financial industry. She started as an intern with Smith Barney (now Morgan Stanley), which she joined upon graduation. Several years later, she decided to build her knowledge and credentials at the local hedge fund Glacier Peak Capital, where she was Operations and Compliance Manager. She re-joined Morgan Stanley in 2013 as a financial advisor and in September of 2022 moved to UBS in Seattle.
Tiffani earned a BA from the University of Washington with a concentration in Communications and Political Science. Her CERTIFIED FINANCIAL PLANNER TM designation reflects hundreds of hours of classroom study and ongoing testing, while her other credentials reflect her focus on working with successful business executives, entrepreneurs, and families.
Tiffani is a native to the Pacific Northwest (born and raised in Portland, OR). She lives in north Seattle, with her daughter and husband, a patent attorney specializing in technology. Tiffani is a member of the Seattle Bond Club, an association of seasoned leaders in the Seattle investment community. She is committed to her community and serves with a variety of non-profit organizations. In her free time, she is an avid foodie, amateur power boater, and world traveler.
Credentials
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.
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.
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