We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
James S. Fleck
Senior Vice President - Wealth Management
AK, AZ, CA, CO, ID, IL, MO, MS, MT, NV, OH, OR, TX, VA, WA
Jason P. Fleck
First Vice President - Wealth Management
AK, AZ, CA, CO, ID, IL, MO, MS, MT, NV, OH, OR, TX, UT, VA, WA
Senior Client Service Associate
Kerry entered the financial services industry in 1992. A majority of her time has been spent in the Operations, Human Resources and Compliance side of the business as well as assisting Branch Management. She holds her Series 7, 63, 65, 9 & 10 licenses. Kerry joined the Fleck Team here at UBS in 2011 taking on a new role as a Senior Client Services Associate but has been working with the Fleck's since 1997. Her industry experience along with her connection with clients makes her a great addition to the team. Kerry and her husband Ron are true Oregonians and have lived in Central Oregon for more than 23 years. It is here where they raised their son and here where they find enjoyment in outdoor activities such as hiking, rafting, fishing and motorcycle riding.
CA, OR, WA