Keep on track with the right financial advice

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Pensive Man On Boat

Elizabeth Willenbrock

Senior Vice President–Wealth Management

Financial Advisor

Elizabeth has been in the financial services industry for over 30 years. She began her career as a Financial Advisor with Morgan Stanley in 1984.

While at Morgan Stanley, she completed the requirements to become a designated Retirement Planning Specialist. She joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President.

She is a graduate of the Executive Education Program at the Wharton Business School. She also holds the designation of Wealth Advisor. She earned a B.S. Degree in business administration from Arizona State University.

Tad and Elizabeth have two sons and enjoy being involved in the Denver community. They are proud to partner with UBS in supporting numerous charities.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 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.

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

Credentials

  • Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237

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Donor-advised funds

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.

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As of 10/29/2025

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