Jamie Engelking
View FINRA BrokerCheck informationContact us

Experience

Makes all the difference

Stacy Logay

Client Associate

Registered States:
  • CO

Stacy Logay

1801 13th Street
Suite 100
Boulder, CO 80302

Email Me

Stacy Logay

Client Associate

Registered States:
  • CO
1801 13th Street
Suite 100
Boulder, CO 80302

Email Me

stacy.logay@ubs.com
Stacy Logay
1801 13th Street,Boulder,CO,80302

Our resources

  • Melissa Lilly, CEPA, CTFA

    Executive Director

    Wealth Planning Strategist

    View bio
  • Bill

    Bill Majewski

    NMLS #800454

    Senior Wealth Management Banker, UBS Bank USA, N.A.

    View bio

    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

    As a Senior Wealth Management Banker, Bill is registered under NMLS #800454. He earned an MBA in Finance from San Diego State University and a BA in Sociology from the University of California, Los Angeles.

    Senior Wealth Management Bankers are employees of UBS Bank. “UBS Bank” is UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG. 

  • Melissa Lilly, CEPA, CTFA

    Executive Director

    Wealth Planning Strategist

    View bio
  • Bill

    Bill Majewski

    NMLS #800454

    Senior Wealth Management Banker, UBS Bank USA, N.A.

    View bio

    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

    As a Senior Wealth Management Banker, Bill is registered under NMLS #800454. He earned an MBA in Finance from San Diego State University and a BA in Sociology from the University of California, Los Angeles.

    Senior Wealth Management Bankers are employees of UBS Bank. “UBS Bank” is UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG. 

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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