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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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