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$2.8 trillion
In invested assets globally
As of 06/30/2022
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Financial Advisor
Colby began his career in financial services right out of college. Following an analyst position at Morgan Stanley and having earned both his Series 7 and 66 licenses, Colby joined UBS in 2012. As a CERTIFIED FINANCIAL PLANNER™ Colby has extensive training in financial planning, education funding, estate planning, insurance, investments, taxes, employee benefits and retirement planning.
Colby earned a degree in Business Administration with a concentration in International Business and a minor in French from Towson University. As captain of his alma mater's rugby team, Colby led Towson to the final four during his senior year. Colby currently lives in Fells Point and is on the board of The Municipal Art Society of Baltimore and active with The Maryland Historical Society. While retired from playing rugby, you can find him cheering on the Orioles, Ravens & Capitals.
Personal & Community
Education
Credentials
Financial Advisor
Colby began his career in financial services right out of college. Following an analyst position at Morgan Stanley and having earned both his Series 7 and 66 licenses, Colby joined UBS in 2012. As a CERTIFIED FINANCIAL PLANNER™ Colby has extensive training in financial planning, education funding, estate planning, insurance, investments, taxes, employee benefits and retirement planning.
Colby earned a degree in Business Administration with a concentration in International Business and a minor in French from Towson University. As captain of his alma mater's rugby team, Colby led Towson to the final four during his senior year. Colby currently lives in Fells Point and is on the board of The Municipal Art Society of Baltimore and active with The Maryland Historical Society. While retired from playing rugby, you can find him cheering on the Orioles, Ravens & Capitals.
Personal & Community
Education
Credentials
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.
$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
