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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Colby began his career in financial services as an analyst at Morgan Stanley before joining UBS in 2012. As a CERTIFIED FINANCIAL PLANNER™, he brings extensive training and experience in comprehensive financial & retirement planning, investment management and estate planning strategies.
Colby is committed to building lasting relationships through thoughtful guidance, proactive communication and a client-first approach. In recognition of his professional accomplishments, Colby was named to the Forbes Best-in-State Wealth Advisors 2026 list. Based in Hunt Valley, Maryland, he strives to simplify complex financial topics and provide clear, actionable advice that supports his clients' financial well-being.
He earned a Bachelor of Science in Business Administration with a concentration in International Business and a minor in French from Towson University, where he also served as captain of the university’s rugby team. Outside of work, Colby enjoys spending time with his wife and their two daughters.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Colby began his career in financial services as an analyst at Morgan Stanley before joining UBS in 2012. As a CERTIFIED FINANCIAL PLANNER™, he brings extensive training and experience in comprehensive financial & retirement planning, investment management and estate planning strategies.
Colby is committed to building lasting relationships through thoughtful guidance, proactive communication and a client-first approach. In recognition of his professional accomplishments, Colby was named to the Forbes Best-in-State Wealth Advisors 2026 list. Based in Hunt Valley, Maryland, he strives to simplify complex financial topics and provide clear, actionable advice that supports his clients' financial well-being.
He earned a Bachelor of Science in Business Administration with a concentration in International Business and a minor in French from Towson University, where he also served as captain of the university’s rugby team. Outside of work, Colby enjoys spending time with his wife and their two daughters.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
