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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Bonnie tailors comprehensive financial plans for individuals and small businesses, as well as addressing the financial challenges following divorce to help you achieve your financial goals and dreams. For more sophisticated clients, cash flow analysis plans can be provided and can be included in your retirement plan, as well as your estate planning analysis. Comprehensive financial planning is more than just a series of formulas or data gathering, its insightful conversations that help you understand your financial picture, immediate and long term goals and the critical financial decisions you need to make to ensure you successfully pursue those goals over a lifetime.
Bonnie started her career in financial services in 1985, is a Certified Financial Planner (CFP®), acquired her Certified Investment Management Analyst (CIMA®) from the Wharton School of Business at the University of Pennsylvania, and also holds her AIF Designation – Accredited Investment Fiduciary. In addition, Bonnie holds her CDFA®, Certified Divorce Financial Analyst. Becoming single after spending years as a couple presents a momentous financial and emotional challenge whether it's through divorce or the loss of a spouse. Her passion as a good listener is to help people plan for their future and to help articulate goals and dreams into a tangible plan. A written plan provides insight into what's possible for the future. Your plan is also accessible to you securely online so you can stay abreast of your progress. With almost 33 years of experience in financial services, she is a tremendous source of knowledge. Bonnie's planning process involves looking at her clients' needs, goals, dreams, and developing a path to achieve those goals.
Outside of the office Bonnie spends her time with her family and thoroughly enjoys her grandchildren. Bonnie proudly supports and is directly involved with the Denver Museum of Nature and Science, the Denver Zoo, and her church.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Bonnie tailors comprehensive financial plans for individuals and small businesses, as well as addressing the financial challenges following divorce to help you achieve your financial goals and dreams. For more sophisticated clients, cash flow analysis plans can be provided and can be included in your retirement plan, as well as your estate planning analysis. Comprehensive financial planning is more than just a series of formulas or data gathering, its insightful conversations that help you understand your financial picture, immediate and long term goals and the critical financial decisions you need to make to ensure you successfully pursue those goals over a lifetime.
Bonnie started her career in financial services in 1985, is a Certified Financial Planner (CFP®), acquired her Certified Investment Management Analyst (CIMA®) from the Wharton School of Business at the University of Pennsylvania, and also holds her AIF Designation – Accredited Investment Fiduciary. In addition, Bonnie holds her CDFA®, Certified Divorce Financial Analyst. Becoming single after spending years as a couple presents a momentous financial and emotional challenge whether it's through divorce or the loss of a spouse. Her passion as a good listener is to help people plan for their future and to help articulate goals and dreams into a tangible plan. A written plan provides insight into what's possible for the future. Your plan is also accessible to you securely online so you can stay abreast of your progress. With almost 33 years of experience in financial services, she is a tremendous source of knowledge. Bonnie's planning process involves looking at her clients' needs, goals, dreams, and developing a path to achieve those goals.
Outside of the office Bonnie spends her time with her family and thoroughly enjoys her grandchildren. Bonnie proudly supports and is directly involved with the Denver Museum of Nature and Science, the Denver Zoo, and her church.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
