Experience

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.

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).