Lasting relationships. For all that matters

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Barry-Bowen

    Barry Bowen

    Senior Vice President–Wealth Management

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    • 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
    Barry's primary responsibility has been consulting with and advising Individual, Corporate, and Institutional clients on investment policy, asset allocation, manager selection, and cash management decisions. In November of 2003, Barry joined the Investment Management Consultant Association, IMCA. Through IMCA and in conjunction with the Wharton Business School, he obtained the professional designation of Certified Investment Management Consultant, CIMA, in February of 2004. Barry is married to Holly and they are raising three beautiful children.

        • Certified Investment Management Analyst®
        • Chartered Retirement Plans Specialist℠
        • Wealth Advisor
        95 State Street
        Suite 2210
        Salt Lake City, UT 84111
      • John-Pferdner

        John Pferdner, CFP

        First Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • FL
        • ID
        • MA
        • ME
        • MI
        • MO
        • MT
        • NH
        • NM
        • NV
        • NY
        • OR
        • PA
        • TN
        • TX
        • UT
        • WA
        • WI
        • WY
        John started his career in 1999 with Olde Stockbrokers. The market correction from 2000 to 2003 quickly provided John with a clear picture of how critical it is to develop a diversified investment portfolio customized to each individual. John came to UBS with the acquisition of Piper Jaffray in August of 2006. John received the designation of CERTIFIED FINANCIAL PLANNER™(CFP®) in 2008, a designation that focuses on insurance, retirement planning, income taxation, employee benefits and estate planning. John currently lives in Sandy, UT and enjoys spending time with his wife and four children.

            • CERTIFIED FINANCIAL PLANNER™
            95 State Street
            Suite 2210
            Salt Lake City, UT 84111
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            Michelle Lundahl

            Client Associate

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                    95 State Street
                    Suite 2210
                    Salt Lake City, UT 84111

                  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.

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                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

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                  UBS is a world-leading wealth manager

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