Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

SEATTLE--(BUSINESS WIRE)--UBS Wealth Management USA today announced that Amani Y. Harris has joined the firm as a First Vice President and Portfolio Manager in the Seattle office. Amani joins the firm ...

Badgley Phelps Wealth Managers, a network firm of Focus Financial Partners, has agreed to acquire Seattle-based investment advisor Marshall & Sullivan. The deal is expected to close this quarter and ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...