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Jamie Engelking

Financial Advisor

Jamie Engelking is a Financial Advisor and Senior Vice President. Jamie and his team of firm specialists work with individuals, families, and organizations in creating and implementing customized financial strategies. These services are aligned with the interest of clients through primarily fee-based compensation. Jamie is able to provide a wide array of sophisticated investment services including portfolio development, college planning, and retirement planning. He helps clients foresee potential estate planning issues and works with their estate attorney in developing their estate plan. It is not uncommon for Jamie to be the Financial Advisor for three generations in a family at the same time, seeing wealth successfully transition to the next generation.

After experiencing two bear markets and learning very hard lessons, Jamie’s perspective on investing changed significantly. Experience lead him to not just focus on growth but on strategies that have the potential to reduce volatility while enhancing the income a portfolio can generate. Today's markets can move instantaneously and reducing volatility and generating income is critical not only for clients preparing to retire but also for those that have transitioned into retirement.

Jamie and his family live in Arvada, CO. He graduated from the University of Colorado with a Bachelor of Science in Business Administration. He received an athletic scholarship to CU, was the Captain of their NCAA Ski Team and was on two NCAA National championship teams. He also represented the US in the 1997 World University Games in South Korea.

Jamie started in the Financial Services Industry in 1998. He holds Series 7, 65 & 63 FINRA Registrations. He holds Accident & Health, Variable Life / Variable Annuity product insurance licenses. Prior to joining UBS, he was a Senior Financial Advisor and Senior Vice President at Merrill Lynch and in 2002, he was an Associate Vice President / Senior Financial Advisor for Wachovia Securities.

  • (303) 820-5008

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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.

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    Cindy Riordan

    Client Associate

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    • CO

          370 17th Street
          Suite 4100
          Denver, CO 80202
        • Melissa Lilly, CEPA, CTFA


          Wealth Planning Strategist

          Current role and areas of expertise

          Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
          Melissa is responsible for providing Financial Advisors and their high net worth clients with
          unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
          financial planner, she provides expertise in the following areas:

          - Estate and multi-generational planning
          - Retirement income and cash flow analysis
          - Business continuity and succession planning
          - Retirement plans and employee benefits
          - Risk and liability management planning
          - Charitable giving strategies
          - Executive compensation and benefit strategies

          Professional history

          Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
          she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
          Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
          high net worth clients. Melissa's background is in estate planning law. She practiced law in
          California prior to moving to New Orleans in 2009.

          Education and personal information

          Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
          from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
          licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
          (CEPA) and a Certified Trust and Financial Advisor (CTFA).

          Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
          time with her family and in the outdoors running and swimming.

        • Bill

          Bill Majewski


          Senior Wealth Management Banker

          Current role and areas of expertise

          Bill joined UBS Bank USA in November 2011 and he is currently a Senior Wealth Management Banker covering the Rockies Market in Colorado and the Desert Market in Utah.

          Bill has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

          Professional history

          Bill has over 20 years of experience in finance and lending.  In addition to his role with UBS, Bill has past experience in business & commercial banking, securities backed lending, residential appraisal, real estate broker and wealth management.

          Education and professional licenses

          In Bill’s role as Senior Wealth Management Banker his NMLS# 800454. He holds his Series 7, 63 and 66 securities licenses. He also received a MBA Finance from San Diego State University and a BA in Sociology from University of California Los Angeles.

          Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

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