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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Joe Lembeck has provided wealth management services to high net-worth individuals since 1990. Joe joined UBS Financial in 2020 after spending 18 years at Merrill Lynch. Joe focuses on forming quality relationships with high net-worth clients. Joe has a unique ability to get to know his clients, educate them and most importantly develop strategic plans to ensure their financial well-being for the long term. Joe is committed to identifying the specific financial goals of each investor and combine that with outstanding personal service he provides which results in cultivating long-term quality relationships. These characteristics have put Joe at the top of his league in providing financial planning services and portfolio management for both individuals, families and small businesses.
Joe’s competitive nature has served him well in all areas of his life and career. In the financial service industry his hard work and talent quickly became apparent. In 1996, he joined First Union Securities where he held the position of Managing Director. After departing First Union Securities, Joe joined Merrill Lynch where he quickly exceled and became a Senior Vice President before leaving after 18 years to join UBS Financial as a Senior Vice President- Wealth Management.
Joe lives in Lakewood close to his 3 children and 5 grandchildren and enjoys spending time outdoors and golfing and biking in both Colorado and Arizona.
Senior Vice President–Wealth Management
Financial Advisor
Joe Lembeck has provided wealth management services to high net-worth individuals since 1990. Joe joined UBS Financial in 2020 after spending 18 years at Merrill Lynch. Joe focuses on forming quality relationships with high net-worth clients. Joe has a unique ability to get to know his clients, educate them and most importantly develop strategic plans to ensure their financial well-being for the long term. Joe is committed to identifying the specific financial goals of each investor and combine that with outstanding personal service he provides which results in cultivating long-term quality relationships. These characteristics have put Joe at the top of his league in providing financial planning services and portfolio management for both individuals, families and small businesses.
Joe’s competitive nature has served him well in all areas of his life and career. In the financial service industry his hard work and talent quickly became apparent. In 1996, he joined First Union Securities where he held the position of Managing Director. After departing First Union Securities, Joe joined Merrill Lynch where he quickly exceled and became a Senior Vice President before leaving after 18 years to join UBS Financial as a Senior Vice President- Wealth Management.
Joe lives in Lakewood close to his 3 children and 5 grandchildren and enjoys spending time outdoors and golfing and biking in both Colorado and Arizona.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
