Email Me
$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.
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.
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
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.
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$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
