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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Glenn Malloy provides a high level of service and attention to each of his clients, a diverse group of individuals and families, business owners and retirees, who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. His disciplined planning strategy brings clients peace of mind that he puts their interest first and will help them reach their goals through each stage of life.
Glenn’s planning process begins with a discussion to help the client articulate their values, prioritize their goals and determine their current financial state. With that information, he creates a customized financial plan, thoroughly reviewing and explaining the plan to the client until it suits their needs. As a specially qualified Senior Portfolio Manager, Glenn can also utilize additional money management tools and resources on behalf of clients where appropriate to simplify and better monitor their investments. After implementation, an ongoing review process is established to measure the progress of achieving the goals and provide any adjustments along the way. Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Glenn is firmly committed to helping clients navigate financial challenges to make financial security a reality.
With more than 30 years of experience, Glenn is well-versed in the financial planning needs of individuals and families. In addition, he is a Certified Financial Planner (CFP®) practitioner which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also licensed for life and long-term care insurance.
Glenn and his wife, Penny, reside in Greenwood Village & have three beautiful daughters. The oldest daughters are earning degrees at Texas Christian University and the youngest attends Cherry Creek High School.
Education
Senior Vice President–Wealth Management
Glenn Malloy provides a high level of service and attention to each of his clients, a diverse group of individuals and families, business owners and retirees, who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. His disciplined planning strategy brings clients peace of mind that he puts their interest first and will help them reach their goals through each stage of life.
Glenn’s planning process begins with a discussion to help the client articulate their values, prioritize their goals and determine their current financial state. With that information, he creates a customized financial plan, thoroughly reviewing and explaining the plan to the client until it suits their needs. As a specially qualified Senior Portfolio Manager, Glenn can also utilize additional money management tools and resources on behalf of clients where appropriate to simplify and better monitor their investments. After implementation, an ongoing review process is established to measure the progress of achieving the goals and provide any adjustments along the way. Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Glenn is firmly committed to helping clients navigate financial challenges to make financial security a reality.
With more than 30 years of experience, Glenn is well-versed in the financial planning needs of individuals and families. In addition, he is a Certified Financial Planner (CFP®) practitioner which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also licensed for life and long-term care insurance.
Glenn and his wife, Penny, reside in Greenwood Village & have three beautiful daughters. The oldest daughters are earning degrees at Texas Christian University and the youngest attends Cherry Creek High School.
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
Global leader
UBS is a leading and truly global wealth manager
