Wealth advice that helps inspire confidence

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

Two women in office

Barry Bowen, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IN
  • MA
  • ME
  • MI
  • MO
  • MT
  • NH
  • NM
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX
  • UT
  • WA
  • WY

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
  • Wealth Advisor
95 State Street
Suite 2210
Salt Lake City, UT 84111
  • (801) 524-1817

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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