Seattle, WA Office

Jack Doney is a financial advisor at UBS Financial Services with five years of industry experience. He has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, MassMutual Life Insurance Company, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Mallahan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including positions at Evolucion Innovations, Inc and CapTech Ventures, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans to clients’ goals and risk tolerances. The firm operates with capabilities that include institutional trading, wealth management, and a broad range of capital markets services.

Trent Sanden is a financial advisor with UBS Financial Services in North Bend, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jake Sasaki is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior background includes positions at UBS and academic roles at the University of Washington and local schools. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating also as a futures commission merchant and providing a broad range of capital markets and advisory solutions.

Richard Nelson is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

Kendal Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Kendal worked at Doordash, Bbot, and Europe Express. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Matthew Hughey is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Charles Schwab and Charles Schwab Bank, and he served in the United States Marine Corps Reserves for 10 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research to support tailored client strategies.

Alexander Lopez is a financial advisor at UBS Financial Services in Seattle, WA, holding the Series 66 designation with seven years at UBS and three years prior experience at PHH Mortgage. He has a total of five years in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Slattery is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Alexis Green is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC, and PGR Financial. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Corinne Crabs is a financial advisor at UBS Financial Services with 38 years of industry experience. She has worked at UBS since 2008. Outside of her advisory role, she serves as Director of the Heritage Society and Director of the Rainier Arts and Library Foundation at The Rainier Club, and she will be a part-time junior varsity tennis coach at Holy Names Academy in April 2024. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Stuart Sierer is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 63 years of industry experience. He has been with UBS Financial Services since 1993, totaling 33 years at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and research-driven strategies.

Jeremy Yanasak is a Series 66-licensed financial advisor with UBS Financial Services in Seattle, WA, where he has worked since 1998. He has 21 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Mark Russo is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with 26 years of industry experience, all of which have been with UBS since 2000. He serves as a board member of the Seattle Nativity School, a charitable education organization. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Nikkol Jennings is a Series 66-licensed financial advisor with UBS Financial Services in Seattle, WA, where she has worked since 1998. She has 26 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.