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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
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • ME
  • MN
  • MO
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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.
  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

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Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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