Kyle Frederickson
Listen, collaborate, help.
- Role
- Financial Advisor at UBS
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Kyle Frederickson
By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** We work with a select number of affluent business owners, corporate executives, and successful families, serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team is able to deliver a unique experience that offers the dedication of a boutique family office and the resources of one of the world’s strongest wealth management firms. Over the years we have developed a wide range of expertise that includes: business transition and succession planning, corporate executive solutions, multigenerational planning and engagement, trusts and estate planning and philanthropy and charitable giving.**Registered States**AZ,CA,HI,ID,MT,NJ,NY,OR,TX,UT,WA
Experience
Financial Advisor
Sep 2015 — Present
Bellevue Washington
Skills
- Philanthropy
- Business Development
- Wealth Management
- Investments
- Relationship Management
- Asset Management
- Financial Analysis
- Risk Management
- Financial Planning
- Entrepreneurship
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