Shan Kumar, AGT - Ameriprise Financial

Scott C. Dale, a First Vice President at UBS Financial Services Inc. in Bellevue, WA, specializes in wealth management and is a Certified Exit Planning Advisor. His approach is centered around understanding clients' unique financial situations and long-term goals through the UBS Wealth Way framework, which focuses on liquidity, longevity, and legacy strategies. With over 160 years of experience, UBS has established itself as a leader in global wealth management, providing clients with the expertise needed to navigate various financial challenges and opportunities. Through personalized service and a strong commitment to client relations, Scott C. Dale and his team aim to help individuals and families achieve their financial aspirations and secure their financial futures. Generated from the website

Adam Skagen is a Senior Vice President and Wealth Advisor at UBS Financial Services Inc. in Bellevue, WA, with a focus on understanding clients' priorities to effectively grow, preserve, and distribute wealth across generations. Having begun his career at Northwestern Mutual Investment Services, Adam has held various positions at UBS, gaining recognition for his achievements, including multiple accolades from Forbes as a leading wealth advisor and team member, as well as membership in the UBS Wealth Management Presidents Council. Generated from the website

Stifel is a reputable company based in Bellevue, WA, specializing in providing financial services to a diverse clientele. With a focus on investment banking, asset management, and wealth management, Stifel offers comprehensive solutions tailored to meet the unique needs of each client.Generated from their business information