The right path toward retirement

Colin Kowalski

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • University of Maryland
  • M.B.A., Washington State University

Credentials

  • Senior Portfolio Manager
3601 Rigby Road
Miamisburg, OH 45342
  • (937) 428-1377

Email Me

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.

Adult couple on cell phone

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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