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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Peter Braun

    Peter Braun

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Peter has worked at UBS for the past 29 years.  Forbes honored him with the Best-in-State Advisor for the past three years.  Also, he has earned the UBS “Wealth Advisor” designation.  He has guided affluent professionals, business owners and retirees with their investments and personalized financial planning.  He is well known for his seminars on numerous financial topics.

    Peter recently was on the Board of Directors of the Boulder Chamber of Commerce.  He was President of the Board, and a Board Member for nine years for the "I Have a Dream" Foundation, and sits on the Finance Committee.  Peter was the Chairman of the Boy Scout Distinguished Citizen Awards Dinner, and he is still actively involved with the organization.  

    Peter received his M.B.A. and a B.S. in Business Administration from The Ohio State University. Before his career as a Financial Advisor, he was a world-ranked tennis player and later taught tennis in Maui, Vail, and Aspen.  He was invited to teach tennis at Arthur Ashe Kid's Day at the U.S. Open.  A native of Buffalo, NY, he was inducted into the Buffalo Tennis Hall of Fame.  He has been ranked #1 in Colorado numerous times in his age division.  This past October, he won a Gold Medal in Tennis at The Huntsman Senior Games. 

    Peter has hiked to Mount Everest base camp, and Mount Kilimanjaro, to raise money for various charities.  He was the runner up in the "Dancing with the Boulder Stars" competition and was named a "Community Champion" by the YWCA.

    Peter is married to Dr. Megan Weber and has a son, Oliver.  Oliver is 7 years old and he is an avid skier and soccer player. 

    • Forbes Best-in-State Wealth Advisors , 2019, 2020, 2021, 2022
        1801 13th Street
        Suite 100
        Boulder, CO 80302
      • Stewart Swan

        Stewart Swan

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • ID
        • IN
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        In his 15th year with UBS, Stewart has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which entails extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

        Stewart believes that financial success comes from proper planning and he is passionate about helping our clients identify the concrete steps they can take to achieve their goals.

        Stewart received his M.A. in global finance and economics from the University of Denver and a B.S. from Colorado State University.

        When he’s not helping clients grow their wealth he enjoys all that the Colorado mountains have to offer  - rafting, biking and skiing with his wife Dr. Nicole Garneau and 6 year old daughter, Georgia.

              1801 13th Street
              Suite 100
              Boulder, CO 80302
            • Gail Dubois

              Gail Dubois

              Senior Client Associate

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                Gail has been working with the Braun Group since 2000.  She has 40 years of experience in the securities industry.  She began her career in Naples, Fl, and has won several awards for superior client service.  Gail’s wealth of experience and knowledge helps assure that The Braun Group’s clients receive the best possible service.  She is a native of New Hampshire.  In her free time she enjoys hiking with her dog Lily, and photography.

                      1801 13th Street
                      Suite 100
                      Boulder, CO 80302

                    Selecting retirement savings plans

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    How do you plan confidently for the retirement you want?

                    Start by building a strategy based on the resources and needs over the course of your life.

                    Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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

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                    Global leader

                    UBS is a world-leading wealth manager

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