Joseph Covey, Cepa, CRPS-UBS Financial Services Inc

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.

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

Jason Hamlin, CIMA, CRPC is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc in Seattle, WA. With 16 years of experience, Jason is a highly qualified Wealth Advisor, Chartered Retirement Planning Counselor, and Certified Investment Management Analyst. He is dedicated to providing comprehensive wealth management services to help clients pursue their financial goals and navigate complex challenges. Jason's expertise and access to the global resources of UBS make him a trusted partner in helping individuals, families, and businesses achieve financial success. Jason Hamlin has a strong commitment to his community and has served on several non-profit boards, including the Woodland Park Zoo, Matanuska Telephone Association, and Community Health Center of Snohomish County. He was also the President of the Greater Wasilla Chamber of Commerce, where he received awards for Business Person of the Year and Top 40 Under 40. In his free time, Jason enjoys coaching youth sports, hiking, playing guitar, and cheering for Seattle sports teams with his family.Generated from the website