Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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  • Logan Pesses

    Logan Pesses, CFP®

    Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IA
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VT
    • WI
    • WY

    Logan has over 10 years of financial and client services experience.  Before joining UBS, he successfully completed the 3-year Financial Advisor Associate program at Morgan Stanley.

    He currently splits time between the UBS branches in Denver, Colorado and Westlake, Ohio, where he focuses on retirement planning through the Financial Goal Analysis Program, and working with families to help them navigate the early stages of financial planning and investing.

    A 2007 graduate of University of Colorado with a BA in Economics, Logan subsequently acquired his Series 7 and 65 licenses, as well as Life, Health, Variable Life, Variable Annuity Insurance, and Long Term Care licenses. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.

    Logan lives in Denver with his wife Brittany, their children Milo & Tallulah, and their rescue dog, Zuma.  When he's not working, Logan enjoys traveling, hiking, snowshoeing, skiing, volunteering in his community, and building up his vinyl record collection.

    Logan currently serves on the Board of Directors for University of Colorado Hillel, and as Board Chairperson since 2022.

      • Northwestern University, Certificate of Financial Planning: 2021 - 2022
      • University of Colorado, BA in Economics: 2007
      • CERTIFIED FINANCIAL PLANNER™
      370 17th Street
      Suite 4100
      Denver, CO 80202
      logan.pesses@ubs.com
      Logan Pesses, CFP®
      370 17th Street,Denver,CO,80202
    • Terri Riedel-Manary

      Terri Riedel-Manary

      Senior Client Associate

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • IL
      • KY
      • MA
      • MI
      • MN
      • NY
      • OH
      • OK
      • TX
      • WY

            2840 E. Skyline Drive
            Tucson
            Tucson, AZ 85718
            terri.riedel@ubs.com
            Terri Riedel-Manary
            2840 E. Skyline Drive,Tucson,AZ,85718

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