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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Wealth Management
Financial Advisor
Colin Kowalski has mastered not just one challenging career, but two. First, he served his country for 20 years in the U.S. Air Force, mostly as a B-52 pilot and instructor. Flying more than 130 combat missions in Southeast Asia, he received a Distinguished Flying Cross and six Air Medals. He also served in Europe and at Wright-Patterson Air Force Base in Dayton, Ohio.
A Maryland native, Colin earned a bachelor’s degree in accounting and finance from the University of Maryland and a Master of Business Administration from Washington State University. After retiring from the Air Force, he put his degrees to work. He started his career in financial planning in 1988 and has been serving clients as a portfolio manager since 1997. With integrity and honesty as guiding principles, he provides customized, cost-effective and balanced wealth-management advice to individuals in all stages of life.
He is active in the Beavercreek Rotary Club and serves on several committees for his church. Colin and his wife, Nancy, live in Beavercreek, Ohio, near their two sons and seven grandchildren. Although the couple likes to play golf and bridge, cook gourmet meals and travel to Eastern Europe, their favorite pastime is getting together with family at their nearby lake house.
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
Senior Vice President–Wealth Management
Financial Advisor
Colin Kowalski has mastered not just one challenging career, but two. First, he served his country for 20 years in the U.S. Air Force, mostly as a B-52 pilot and instructor. Flying more than 130 combat missions in Southeast Asia, he received a Distinguished Flying Cross and six Air Medals. He also served in Europe and at Wright-Patterson Air Force Base in Dayton, Ohio.
A Maryland native, Colin earned a bachelor’s degree in accounting and finance from the University of Maryland and a Master of Business Administration from Washington State University. After retiring from the Air Force, he put his degrees to work. He started his career in financial planning in 1988 and has been serving clients as a portfolio manager since 1997. With integrity and honesty as guiding principles, he provides customized, cost-effective and balanced wealth-management advice to individuals in all stages of life.
He is active in the Beavercreek Rotary Club and serves on several committees for his church. Colin and his wife, Nancy, live in Beavercreek, Ohio, near their two sons and seven grandchildren. Although the couple likes to play golf and bridge, cook gourmet meals and travel to Eastern Europe, their favorite pastime is getting together with family at their nearby lake house.
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
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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