Spirit of the Northwest, Resources of the World Global Wealth Management Whether building a business, protecting your lifestyle in retirement or planning your legacy, we are a team of dedicated professionals who share your vision, earn your trust and work diligently to help you achieve your goals. Celilo Wealth Management is led by James Beatty, who has been ranked among Barron’s Top 1,200 Financial Advisors for 2015, 2016, 2017, 2018 and 2019. Our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies. James Beatty Senior Vice President– Wealth Management Private Wealth Management james.beatty@ubs.com
Nicholas Salisbury, CFP® Account Vice President Portfolio Manager
Ethan Michael Bays, CFP® Financial Advisor Certified Exit Planning Advisor
Alejandra Hall Client Service Associate
Keegan Dillon Client Service Associate
Celilo Wealth Management UBS Financial Services Inc. 805 SW Broadway, Suite 2600 Portland, OR 97205 503-225-9246 855-729-4033
ubs.com/team/celilowm
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified finanCial PlannerTM in the US. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website at ubs.com/workingwithus. © UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-1840374041 Exp.: 05/31/2020