$6.9 trn
UBS Group invested assets
As of 10/29/2025
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Senior Vice President–Wealth Management
Financial Advisor
Curtis Brown graduated in 1981 from the University of Colorado with a Bachelors of Science in accounting. He has over 33 years of experience in the financial services industry. He spent 9 years with Merrill Lynch before joining UBS, formerly Paine Webber, Inc. Prior to entering the financial service industry, Curtis worked for Ernst & Young, one of the nation's largest accounting firms.
Education

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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