Experience

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.

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.

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.

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.

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.

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.

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.