Achieving your goals It starts with insightful advice

Jonathan W. Levine, CFP®, CIMA®, CPWA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Portfolio Manager

Visit Vista Group

phone

503-226-1876



Connect with me on LinkedIn


address

UBS Financial Services Inc.
805 SW Broadway
Suite 2600
Portland, OR 97205



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


My perspectives


Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

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