Senior Vice President–Wealth Management
Financial Advisor
Your goals should form the basis of nearly all investment and estate planning decisions. Developing and updating your goals requires deliberate action and Ethan enjoys working with his clients to help them determine an actionable plan that can be tracked together.
Ethan has been in the financial services industry for 14 years and joined Tim Farrell, a nearly four decade financial advisor, to provide a broad depth team to help serve their clients. This breadth of knowledge and capabilities coupled with a leading global wealth management firm offers their clients unmatched resources. Ethan is a Colorado native and primarily works with high net worth individuals and families as well as small business owners. Each segment has its own unique financial nuances that Ethan enjoys helping his clients navigate. Ethan has earned the designation as an Accredited Portfolio Management Advisor as well as the UBS Wealth Advisor designation.
Ethan graduated from the University of Colorado @ Denver. He and his wife Meghan have a five year old son, a one year old daughter and a two year old chocolate lab. They enjoy camping, hiking, sports and motorcycles.
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Your goals should form the basis of nearly all investment and estate planning decisions. Developing and updating your goals requires deliberate action and Ethan enjoys working with his clients to help them determine an actionable plan that can be tracked together.
Ethan has been in the financial services industry for 14 years and joined Tim Farrell, a nearly four decade financial advisor, to provide a broad depth team to help serve their clients. This breadth of knowledge and capabilities coupled with a leading global wealth management firm offers their clients unmatched resources. Ethan is a Colorado native and primarily works with high net worth individuals and families as well as small business owners. Each segment has its own unique financial nuances that Ethan enjoys helping his clients navigate. Ethan has earned the designation as an Accredited Portfolio Management Advisor as well as the UBS Wealth Advisor designation.
Ethan graduated from the University of Colorado @ Denver. He and his wife Meghan have a five year old son, a one year old daughter and a two year old chocolate lab. They enjoy camping, hiking, sports and motorcycles.
Recognized as an industry leader:
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
Managing Director–Wealth Management
Financial Advisor
B.S. in Accounting, Loyola Marymount University, Los Angeles
Recognized as an industry leader:
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
Managing Director–Wealth Management
Financial Advisor
B.S. in Accounting, Loyola Marymount University, Los Angeles
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
B.S. in Business Management, Montana State University, Billings
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
B.S. in Business Management, Montana State University, Billings
Recognized as an industry leader:
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
Vice President–Wealth Management
Financial Advisor
Master of Business Administration, Oklahoma State University
B.S. in Business Management, United States Air Force Academy
Recognized as an industry leader:
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
Vice President–Wealth Management
Financial Advisor
Master of Business Administration, Oklahoma State University
B.S. in Business Management, United States Air Force Academy
Recognized as an industry leader:
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
Assistant Vice President
Investment Associate
Assistant Vice President
Investment Associate
Associate Director
Team Administrator
B.A. in International Business, Fort Lewis College, Durango
Education
Associate Director
Team Administrator
B.A. in International Business, Fort Lewis College, Durango
Education
Authorized Officer
Senior Client Associate
A.A. Graphic Design, Platt College
Authorized Officer
Senior Client Associate
A.A. Graphic Design, Platt College
Senior Client Associate
• More than 38 years experience in the financial services industry
• Re-joined UBS in 2022
• RW Baird 2010 – 2022
• Smith Barney 2004 – 2010
• PaineWebber / UBS 1987 – 2004
• JC Bradford 1984 – 1987
• Series 7, 9, 10, 63
• Focus: Diana is responsible for client communications, administrative services, as well as providing operational support to the team.
Senior Client Associate
• More than 38 years experience in the financial services industry
• Re-joined UBS in 2022
• RW Baird 2010 – 2022
• Smith Barney 2004 – 2010
• PaineWebber / UBS 1987 – 2004
• JC Bradford 1984 – 1987
• Series 7, 9, 10, 63
• Focus: Diana is responsible for client communications, administrative services, as well as providing operational support to the team.
Client Associate
B.A. in Finance, Minor in Chinese, Loyola Marymount University, Los Angeles
Client Associate
B.A. in Finance, Minor in Chinese, Loyola Marymount University, Los Angeles
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
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
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