Jason Hamlin, Cima, CRPC-UBS Financial Services Inc

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Bellevue, Wash.

The Manhas Wilskie Group - UBS Financial Services Inc. is a wealth management team based in Bellevue, WA. Led by Subeer Manhas, a Senior Vice President and Financial Advisor with over 25 years of experience, the team is dedicated to creating long-term relationships with their clients and helping them achieve their financial goals. They provide customized strategies and financial plans that maximize wealth and adapt to changing circumstances, ensuring that client objectives are met. With a focus on quality client service, the team aims to be the primary source of financial advice for their clients. Supported by Daniel Jay Wilskie, a Senior Vice President and Financial Advisor, the team takes a holistic approach to wealth management, offering valuable insight and perspective to guide clients in protecting their estates and contributing to philanthropic causes. They prioritize clarity and provide guidance that clients can depend on, helping them make informed decisions and take action towards their financial goals. The team's commitment to excellence has earned them recognition as one of Forbes' Best-in-State Wealth Management Teams in 2024.Generated from the website

Visit our office today located in Bellevue, WA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.