Wealth advice for your life's goals

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.

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Bonnie Gibbs, CFP, CIMA, CDFA

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MD
  • ME
  • MI
  • MA
  • AK
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • SC
  • SD
  • TX
  • UT
  • VA
  • WY

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Long-term care planning
Retirement planning
Legacy planning
Custom portfolios
401(k) plan services
Women investors
4600 South Ulster Street
Suite 700
Denver, CO 80237
  • (303) 267-3012

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Retirement planning

Retirement planning

Helping women take charge

Helping women take charge

Global Visionaries

Global Visionaries

UBS Wealth Way

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

150 years

offering financial advice

Insights