Edward Jones Investments, 6434 SE Milwaukie Ave, Portland, OR 97202, US

UBS Financial Services in Portland, OR, is home to the Mt Hood Investment Group, a team of dedicated financial advisors committed to helping clients organize their finances around short-term needs, long-term goals, and generational visions. With a focus on quality client service, the team provides customized wealth management strategies to meet individual needs and aspirations. The team at UBS Portland includes industry-recognized professionals such as Keith W. Sheppard, CFA, Curtis B. Spiteri, and Shelley D. Rickman, CFP, who bring extensive experience and expertise in portfolio management, financial planning, and relationship management. With a mission to be a primary source of financial advice, UBS Financial Services aims to develop long-term relationships with clients and help them navigate the complexities of today's markets to achieve their financial goals. Generated from the website

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