Experience Makes all the difference

 

The principles of the Prewitt Group are based on a family heritage of hard work, high ethical standards and always doing what is right for those we serve. We help successful families with planning and strategies to enjoy sustainable lifestyles, preserving wealth and the values that created it.

The Prewitt Group has a focus based on experience working with clients in the medical, agriculture, and scientific/technical fields. We believe in an approach we call "outcomes-based planning", which uses highly customized modeling, risk management and stress testing to plan for specific family goals.

J Travis Prewitt

Wealth Advisor
509-744-3314
travis.prewitt@ubs.com
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Travis, with over 30 years of industry experience, does financial planning and strategy for clients. He has trained and coached financial advisors and served in several management roles during his 27 years in the Spokane office of UBS. Travis is a designated Wealth Advisor with specialized training and support for addressing the complex needs of the firm's affluent clients. A graduate of Whitworth University; he lives in Liberty Lake with wife Janice. He is involved in charitable activities, Masonic organizations, and likes outdoor adventures from the Arctic to the Northwest wilderness.


Registered States:
AZ, CA, CO, HI, ID, MI, MT, NM, NV, NY, OR, TX, UT, WA


Brad Lee Desormeau

Account Vice President
509-622-0609
brad.l.desormeau@ubs.com

Brad, an Iraqi War veteran, spent 12 years in the U.S. Air Force. He obtained an Associates Degree in Dental Science, a Bachelors Degree in Business Information Management, and a Masters Degree in Business. He spends some of his off time as an adjunct professor of economics and enjoys lecturing on ethics in business. He grew up in the Upper Peninsula of Michigan, but calls Spokane home. Brad, wife Chrissy, and their two children, Madison and Luc, enjoy the outdoors and family time. They are of strong faith and love to entertain friends and neighbors.


Registered States:
AK, AZ, CA, CT, HI, ID, IL, MI, MT, NM, NV, NY, OR, TN, TX, UT, VI, WA