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.

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.

Joseph Joe Covey, CEPA, CRPS is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc in Seattle, WA. With over 19 years of experience in the financial industry, Joe specializes in helping individuals, families, and foundations organize their financial lives to achieve their long-term goals. He provides comprehensive advice in areas such as financial planning, estate planning strategies, business succession, and alternative investments. Joe is recognized as an industry leader, having been named Forbes America's Top Next-Gen Generation Wealth Advisor in 2020 and 2021. He holds a BA in Finance from Texas Christian University and an MBA in Financial Services from Texas A&M University - Commerce. Joe is dedicated to his clients and enjoys being an active member of his local church community, as well as pursuing outdoor activities like hiking and fishing.Generated from the website