Verified recordFinancial Services

Lyle Moss

Senior Vice President - Wealth Management at Ubs

Based in Seattle, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Seattle

Industry

Financial Services

Company size

118K

Contact information

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Email

1 credit

l•••••••@ubs.com

Phone

5 credits

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Background

About Lyle Moss

Lyle started his career 37 years ago with Kidder, Peabody & Co, joining PaineWebber (now UBS) in 1982, becoming the youngest Branch Manager in PaineWebber's history at the time. He later served on the Management Advisory Council for several years and was ultimately responsible for overseeing the region. Lyle has been distinguished with the title of Wealth Advisor® after completing rigorous training and testing to be able to better serve high net worth clients. He is also a member of the firm's President's Council, and he is one of a small group of individuals nationwide who has graduated from the Academy of Certified Portfolio Managers through Columbia University. His team has been recognized repeatedly by the National Association of Board Certified Advisory Practices (NABCAP) as one of "the best in quality Wealth Management." Lyle is active in his community, philanthropy and local causes, and has served on the Board of King County Sexual Assault Resource Center. He has also served as Chairman of the Securities Industry Institute (Pac. NW Dist.) and as President of the Seattle Bond Club. He is a trained seminar instructor on the topic of retirement are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

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