Your goals. Our comprehensive plan.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Mark Ruccolo

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- LA
- MI
- MN
- MO
- MT
- NC
- NE
- NM
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Mark Ruccolo has been with UBS since 1995 and is a Vice President of Wealth Management. He began his career as a Financial Advisor with American Express in 1992. Mark holds the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He obtained his (CFP®) through a rigorous program of study and training. In addition, Mark holds Series 7, 31, 63, and 65 securities licenses and is licensed in life and health insurance.

Mark offers a wide array of wealth management services, including financial planning, retirement planning, estate planning and investment planning strategies. Ultimately, the value he brings to his clients is a combination of trust, expertise and understanding of their needs. With all that, Mark helps his clients achieve their financial goals and provides them with peace of mind.

From 1986 to 1992, Mark served in the United States Navy. He is active in a number of community organizations. Mark also volunteers for American Corporate Partners as a mentor for honorably discharged Military Personel entering the workforce. Mark enjoys snowboarding, camping, cooking, and photography. Mark and his wife Andrea have been married since 1991and have two sons, Sebastian and Theodore. They reside in Highlands Ranch, Colorado.
- CERTIFIED FINANCIAL PLANNER®
- Portfolio Manager
4600 South Ulster Street
Suite 700
Denver, CO 80237

mark.a.ruccolo@ubs.com

Mark Ruccolo

4600 South Ulster Street,Denver,CO,80237
Shelly Krantz

Senior Client Associate
View bio
Shelly Krantz has extensive experience in financial services, entering the banking industry in 1979 and joining UBS Financial Services Wealth Management in 2006. As a Senior Client Service Associate (CSA), she is invloved in all aspects of new client orientation and client service support. In addition, Shelly is a CSA coach and mentors other CSAs at UBS.

Shelly is an avid reader and crafter. She especially enjoys making jewelry. On Sunday afternoons, she can often be found creating new gourmet recipes for her family and friends. She has been married to her husband, Michael, since 1980. they have two sons Ian (29) and Paul (25).
4600 South Ulster Street
Suite 700
Denver, CO 80237

shelly.krantz@ubs.com

Shelly Krantz

4600 South Ulster Street,Denver,CO,80237

Mark Ruccolo

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- LA
- MI
- MN
- MO
- MT
- NC
- NE
- NM
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Mark Ruccolo has been with UBS since 1995 and is a Vice President of Wealth Management. He began his career as a Financial Advisor with American Express in 1992. Mark holds the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He obtained his (CFP®) through a rigorous program of study and training. In addition, Mark holds Series 7, 31, 63, and 65 securities licenses and is licensed in life and health insurance.

Mark offers a wide array of wealth management services, including financial planning, retirement planning, estate planning and investment planning strategies. Ultimately, the value he brings to his clients is a combination of trust, expertise and understanding of their needs. With all that, Mark helps his clients achieve their financial goals and provides them with peace of mind.

From 1986 to 1992, Mark served in the United States Navy. He is active in a number of community organizations. Mark also volunteers for American Corporate Partners as a mentor for honorably discharged Military Personel entering the workforce. Mark enjoys snowboarding, camping, cooking, and photography. Mark and his wife Andrea have been married since 1991and have two sons, Sebastian and Theodore. They reside in Highlands Ranch, Colorado.
- CERTIFIED FINANCIAL PLANNER®
- Portfolio Manager
4600 South Ulster Street
Suite 700
Denver, CO 80237

mark.a.ruccolo@ubs.com

Mark Ruccolo

4600 South Ulster Street,Denver,CO,80237
Shelly Krantz

Senior Client Associate
View bio
Shelly Krantz has extensive experience in financial services, entering the banking industry in 1979 and joining UBS Financial Services Wealth Management in 2006. As a Senior Client Service Associate (CSA), she is invloved in all aspects of new client orientation and client service support. In addition, Shelly is a CSA coach and mentors other CSAs at UBS.

Shelly is an avid reader and crafter. She especially enjoys making jewelry. On Sunday afternoons, she can often be found creating new gourmet recipes for her family and friends. She has been married to her husband, Michael, since 1980. they have two sons Ian (29) and Paul (25).
4600 South Ulster Street
Suite 700
Denver, CO 80237

shelly.krantz@ubs.com

Shelly Krantz

4600 South Ulster Street,Denver,CO,80237

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

House View Monthly

A plan to simplify your financial life

Retirement plan services

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

The good news is, you’re succeeding

Insurance planning

2024 planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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