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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
