Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Connect with us

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Mark Gregory

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Mark Gregory is a Senior Vice President and Senior Financial Advisor in the Cherry Creek office of UBS Financial. Mark began his career with Merrill Lynch in 2003 before joining UBS in 2022. Mark has also earned the Chartered Retirement Planning Counselor (CRPC) designation. He strives to deliver a great overall client experience, and focuses on connecting goals to their financial strategy and tailoring investment portfolios to align with those goals.

Mark is a graduate of Texas Christian University’s Neely School of Business with a degree in International Marketing. Mark is a member of the TCU National Alumni Board, and he was a co-chair of the Clyfford Still Museum’s FOCS steering committee. In 2021, he was named to Forbes “Best-in-State Wealth Advisors list. Mark lives in Denver, CO with his wife and three children.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
205 N Detroit Street
5th Floor
Denver, CO 80206
Lawrence Toriello

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Ty joined UBS Financial Services as a Senior Vice President and Senior Financial Advisor in 2022 after many years at Merrill Lynch. Ty holds a Certified Financial Planner Certification with a formal recognition of expertise in the areas of financial planning, taxes, insurance, a estate planning and retirement and is awarded by the certified financial planner board of standards. With over 20 years of investment experience in a diverse academic and professional background, Ty’s dedicated to providing advice and guidance to his clients. A graduate of the University of Denver, tie earned his BSBA in German and Finance and went on to earn his MBA from the University of Tennessee. Type believes true prosperity is achieved through balance in life and he is committed to helping guide his clients to their personal level of success. Ty lives in Evergreen Co with his wife and son.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
205 N Detroit Street
5th Floor
Denver, CO 80206
Michael L. "Mike" Cope, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Mike began his career in one of the equity market’s most tumultuous months on record—and over the years he has helped clients manage their wealth throughout good times and bad. Mike joined UBS in 2014 after 25 years at Merrill Lynch.

Mike's primary responsibilities include all aspects of Wealth Management including asset allocation, portfolio manager selection and evaluating alternative investments.

Mike is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He received his BS from Kent State University, his M.B.A. from Case Western Reserve University and he obtained the CIMA designation from the Wharton School in 2006.

Mike and his wife live in Littleton, CO and are proud parents of three adult sons. In his free time, he enjoys golf and travel.
205 N Detroit Street
5th Floor
Denver, CO 80206
William Marcoux

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Bill began his career as a bank executive in 1988. He joined UBS in 2014 after 16 years at Merrill Lynch. Over the years Bill has helped clients manage their wealth throughout some of the most volatile times on record.

Bill's primary responsibilities include all aspects of Wealth Management including financial strategies, evaluating estate planning solutions, financial planning and lending alternatives.

Bill is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He received his BS from Colorado State University, his M.B.A. and M.S. in Finance from the University of Colorado. Bill obtained the CFP certification awarded by the Certified Financial Planner Board of Standards, Inc. in 2000, the CIMA designation from the Wharton School in 2004 and the CRPC designation in 2007.

Bill lives in Lakewood, CO and is a loving father of two children. In his free time, he enjoys bicycling and skiing.
- Colorado State University, BS - Business Administration
- University of Colorado, M.B.A.
- University of Colorado, MS - Finance
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
205 N Detroit Street
5th Floor
Denver, CO 80206
Daphne Wightman

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- ME
- MN
- NC
- NE
- NH
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Daphne started her career with the Private Banking and Investment Group at Merrill Lynch in 2014 after graduating from Colorado College with a degree in International Economics. After 8 years with Merrill, she joined UBS as a Senior Wealth Strategy Associate in 2022. Daphne assists with client communication, portfolio analytics, and team operations.

In her spare time, she enjoys cooking, skiing, and hiking with her husband Graham and their dog Jerry.
205 N Detroit Street
5th Floor
Denver, CO 80206
Julie Gilewicz

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- KY
- MA
- ME
- MN
- NC
- NE
- NH
- NV
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Julie graduated Cum Laude from Reinhardt University with a Bachelor’s degree in Sociology and a minor in Business Administration. She started her career in the financial industry in 2008, and held positions at SunTrust Investment Services, Morgan Stanley, and Bank of America before joining the Gregory- Toriello Group at Merrill Lynch in 2020.

Julie enjoys trying new restaurants and travelling with her husband, Dean. Their travels have taken them to over 60 countries, as well as all seven modern wonders of the world.
205 N Detroit Street
5th Floor
Denver, CO 80206

Heidi Waldmann

Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MN
- NE
- NH
- NJ
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Heidi graduated from the business school at Colorado State University in 2021 with a degree in Investment Analysis. After graduating she worked for a wealth management firm in Fort Collins, CO as a Client Services Associate for one year before moving to Denver and joining UBS as a Client Services Associate. Heidi is a Colorado native who enjoys skiing, hiking, swimming, and spending time with friends and family.
205 N Detroit Street
5th Floor
Denver, CO 80206
Summer Verdugo

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
205 N Detroit Street
5th Floor
Denver, CO 80206

Mark Gregory

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Mark Gregory is a Senior Vice President and Senior Financial Advisor in the Cherry Creek office of UBS Financial. Mark began his career with Merrill Lynch in 2003 before joining UBS in 2022. Mark has also earned the Chartered Retirement Planning Counselor (CRPC) designation. He strives to deliver a great overall client experience, and focuses on connecting goals to their financial strategy and tailoring investment portfolios to align with those goals.

Mark is a graduate of Texas Christian University’s Neely School of Business with a degree in International Marketing. Mark is a member of the TCU National Alumni Board, and he was a co-chair of the Clyfford Still Museum’s FOCS steering committee. In 2021, he was named to Forbes “Best-in-State Wealth Advisors list. Mark lives in Denver, CO with his wife and three children.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
205 N Detroit Street
5th Floor
Denver, CO 80206
Lawrence Toriello

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Ty joined UBS Financial Services as a Senior Vice President and Senior Financial Advisor in 2022 after many years at Merrill Lynch. Ty holds a Certified Financial Planner Certification with a formal recognition of expertise in the areas of financial planning, taxes, insurance, a estate planning and retirement and is awarded by the certified financial planner board of standards. With over 20 years of investment experience in a diverse academic and professional background, Ty’s dedicated to providing advice and guidance to his clients. A graduate of the University of Denver, tie earned his BSBA in German and Finance and went on to earn his MBA from the University of Tennessee. Type believes true prosperity is achieved through balance in life and he is committed to helping guide his clients to their personal level of success. Ty lives in Evergreen Co with his wife and son.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
205 N Detroit Street
5th Floor
Denver, CO 80206
Michael L. "Mike" Cope, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Mike began his career in one of the equity market’s most tumultuous months on record—and over the years he has helped clients manage their wealth throughout good times and bad. Mike joined UBS in 2014 after 25 years at Merrill Lynch.

Mike's primary responsibilities include all aspects of Wealth Management including asset allocation, portfolio manager selection and evaluating alternative investments.

Mike is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He received his BS from Kent State University, his M.B.A. from Case Western Reserve University and he obtained the CIMA designation from the Wharton School in 2006.

Mike and his wife live in Littleton, CO and are proud parents of three adult sons. In his free time, he enjoys golf and travel.
205 N Detroit Street
5th Floor
Denver, CO 80206
William Marcoux

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Bill began his career as a bank executive in 1988. He joined UBS in 2014 after 16 years at Merrill Lynch. Over the years Bill has helped clients manage their wealth throughout some of the most volatile times on record.

Bill's primary responsibilities include all aspects of Wealth Management including financial strategies, evaluating estate planning solutions, financial planning and lending alternatives.

Bill is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He received his BS from Colorado State University, his M.B.A. and M.S. in Finance from the University of Colorado. Bill obtained the CFP certification awarded by the Certified Financial Planner Board of Standards, Inc. in 2000, the CIMA designation from the Wharton School in 2004 and the CRPC designation in 2007.

Bill lives in Lakewood, CO and is a loving father of two children. In his free time, he enjoys bicycling and skiing.
- Colorado State University, BS - Business Administration
- University of Colorado, M.B.A.
- University of Colorado, MS - Finance
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
205 N Detroit Street
5th Floor
Denver, CO 80206
Daphne Wightman

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- ME
- MN
- NC
- NE
- NH
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Daphne started her career with the Private Banking and Investment Group at Merrill Lynch in 2014 after graduating from Colorado College with a degree in International Economics. After 8 years with Merrill, she joined UBS as a Senior Wealth Strategy Associate in 2022. Daphne assists with client communication, portfolio analytics, and team operations.

In her spare time, she enjoys cooking, skiing, and hiking with her husband Graham and their dog Jerry.
205 N Detroit Street
5th Floor
Denver, CO 80206
Julie Gilewicz

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- KY
- MA
- ME
- MN
- NC
- NE
- NH
- NV
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Julie graduated Cum Laude from Reinhardt University with a Bachelor’s degree in Sociology and a minor in Business Administration. She started her career in the financial industry in 2008, and held positions at SunTrust Investment Services, Morgan Stanley, and Bank of America before joining the Gregory- Toriello Group at Merrill Lynch in 2020.

Julie enjoys trying new restaurants and travelling with her husband, Dean. Their travels have taken them to over 60 countries, as well as all seven modern wonders of the world.
205 N Detroit Street
5th Floor
Denver, CO 80206
Heidi Waldmann

Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MN
- NE
- NH
- NJ
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Heidi graduated from the business school at Colorado State University in 2021 with a degree in Investment Analysis. After graduating she worked for a wealth management firm in Fort Collins, CO as a Client Services Associate for one year before moving to Denver and joining UBS as a Client Services Associate. Heidi is a Colorado native who enjoys skiing, hiking, swimming, and spending time with friends and family.
205 N Detroit Street
5th Floor
Denver, CO 80206
Summer Verdugo

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
205 N Detroit Street
5th Floor
Denver, CO 80206

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

Let's move forward. Together.

Pursuing your goals together

Mark Gregory

Lawrence Toriello

Michael L. "Mike" Cope, CIMA

William Marcoux

Daphne Wightman

Julie Gilewicz

Heidi Waldmann

Summer Verdugo