Insight-based advice

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.

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Colin Simon, CRPS

Senior Vice President–Wealth Management

Colin Simon joined UBS in 2010. Through attentive and extensive wealth planning strategies and retirement plan consulting, he works to help his team's clients achieve success. Colin holds the Series 7 and 66 securities licenses, as well as Life, Disability, Long-Term Care and Annuity Insurance Licenses. He is also a chartered retirement plan specialist - CRPS®. Colin earned his Bachelor’s degree from the University of Washington in Seattle. He and his family live in Seattle and outside of the office, he enjoys spending time with his wife and daughters, cooking, and working in the garden.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MN
  • MO
  • MS
  • MT
  • NC
  • NM
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • Bachelor of Arts Degree, University of Washington

Credentials

  • Chartered Retirement Plans Specialist
  • Retirement Plan Consultant
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 628-8530

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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.

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