One team for your plan and plan participants

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

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  • David Bruner

    David Bruner, CFP®, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • ID
    • IN
    • KS
    • MD
    • MI
    • MO
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • TX
    • UT
    • VA
    • WA
    • WI

    Over 25 years of financial services experience
    Graduate of the United States Military Academy at West Point (USMA)
    CERTIFIED FINANCIAL PLANNNER™

    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        2155 Louisiana Blvd NE
        Suite 10000
        Albuquerque, NM 87110
        david.bruner@ubs.com
        David Bruner, CFP®, CIMA®
        2155 Louisiana Blvd NE,Albuquerque,NM,87110
      • Jason Penn

        Jason Penn

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • HI
        • IA
        • ID
        • IN
        • KS
        • MD
        • ME
        • MI
        • MO
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • TX
        • UT
        • VA
        • WA

              2155 Louisiana Blvd NE
              Suite 10000
              Albuquerque, NM 87110
              jason.a.penn@ubs.com
              Jason Penn
              2155 Louisiana Blvd NE,Albuquerque,NM,87110
            • Muna Melvin

              Muna Melvin

              Senior Client Associate

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                      2155 Louisiana Blvd NE
                      Suite 10000
                      Albuquerque, NM 87110
                      muna.melvin@ubs.com
                      Muna Melvin
                      2155 Louisiana Blvd NE,Albuquerque,NM,87110
                    Coworkers around table in lobby

                    Retirement plan services

                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    Clarity in a rapidly changing world

                    We’re here to help guide you through uncertain times

                    Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                    Let’s create a path together so you can move forward with confidence, no matter what comes next.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $7 trn

                    UBS Group invested assets
                    As of 12/31/2025

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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