Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

Glenn Malloy

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- HI
- IL
- IN
- KS
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Glenn Malloy provides a high level of service and attention to each of his clients, a diverse group of individuals and families, business owners and retirees, who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. His disciplined planning strategy brings clients peace of mind that he puts their interest first and will help them reach their goals through each stage of life.

Glenn’s planning process begins with a discussion to help the client articulate their values, prioritize their goals and determine their current financial state. With that information, he creates a customized financial plan, thoroughly reviewing and explaining the plan to the client until it suits their needs. As a specially qualified Senior Portfolio Manager, Glenn can also utilize additional money management tools and resources on behalf of clients where appropriate to simplify and better monitor their investments. After implementation, an ongoing review process is established to measure the progress of achieving the goals and provide any adjustments along the way. Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Glenn is firmly committed to helping clients navigate financial challenges to make financial security a reality.

With more than 30 years of experience, Glenn is well-versed in the financial planning needs of individuals and families. In addition, he is a Certified Financial Planner (CFP®) practitioner which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also licensed for life and long-term care insurance.
4600 South Ulster Street
Suite 700
Denver, CO 80237

glenn.malloy@ubs.com

Glenn Malloy

4600 South Ulster Street,Denver,CO,80237
Nicole Angelo

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- HI
- IL
- IN
- MD
- MI
- MO
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- WA
- WY
Originally from New Jersey, Nicole moved to Colorado in 2016. She graduated from the University of Miami in 2014 with a degree in International Finance and Marketing. Nicole lives in Castle Rock with Shane and her two dogs Moxie and Gus. When Nicole is not in the office, she enjoys going to new restaurants, traveling, skiing, hiking, and camping.

Nicole’s efficiency, reliability and keen interest in all things financial helps set the stage for a high level of customer service. She is always available to answer questions and help clients any way she can.
4600 South Ulster Street
Suite 700
Denver, CO 80237

nicole.angelo@ubs.com

Nicole Angelo

4600 South Ulster Street,Denver,CO,80237
Alec Weber

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Alec focuses on analyzing investments and crafting tailored financial strategies to meet the unique needs of clients. Alec leverages his background in data analytics and Name, Image, and Likeness (NIL) compensation with a B.B.A. in Finance, Summa Cum Laude, from TCU’s Neeley School of Business. Originally from Boise, ID, he relocated with his wife Abby to Denver, where they enjoy skiing, exploring new restaurants, engaging their church community and spending time in the mountains.
4600 South Ulster Street
Suite 700
Denver, CO 80237

alec.weber@ubs.com

Alec Weber

4600 South Ulster Street,Denver,CO,80237

Glenn Malloy

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- HI
- IL
- IN
- KS
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Glenn Malloy provides a high level of service and attention to each of his clients, a diverse group of individuals and families, business owners and retirees, who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. His disciplined planning strategy brings clients peace of mind that he puts their interest first and will help them reach their goals through each stage of life.

Glenn’s planning process begins with a discussion to help the client articulate their values, prioritize their goals and determine their current financial state. With that information, he creates a customized financial plan, thoroughly reviewing and explaining the plan to the client until it suits their needs. As a specially qualified Senior Portfolio Manager, Glenn can also utilize additional money management tools and resources on behalf of clients where appropriate to simplify and better monitor their investments. After implementation, an ongoing review process is established to measure the progress of achieving the goals and provide any adjustments along the way. Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Glenn is firmly committed to helping clients navigate financial challenges to make financial security a reality.

With more than 30 years of experience, Glenn is well-versed in the financial planning needs of individuals and families. In addition, he is a Certified Financial Planner (CFP®) practitioner which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also licensed for life and long-term care insurance.
4600 South Ulster Street
Suite 700
Denver, CO 80237

glenn.malloy@ubs.com

Glenn Malloy

4600 South Ulster Street,Denver,CO,80237
Nicole Angelo

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- HI
- IL
- IN
- MD
- MI
- MO
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- WA
- WY
Originally from New Jersey, Nicole moved to Colorado in 2016. She graduated from the University of Miami in 2014 with a degree in International Finance and Marketing. Nicole lives in Castle Rock with Shane and her two dogs Moxie and Gus. When Nicole is not in the office, she enjoys going to new restaurants, traveling, skiing, hiking, and camping.

Nicole’s efficiency, reliability and keen interest in all things financial helps set the stage for a high level of customer service. She is always available to answer questions and help clients any way she can.
4600 South Ulster Street
Suite 700
Denver, CO 80237

nicole.angelo@ubs.com

Nicole Angelo

4600 South Ulster Street,Denver,CO,80237
Alec Weber

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Alec focuses on analyzing investments and crafting tailored financial strategies to meet the unique needs of clients. Alec leverages his background in data analytics and Name, Image, and Likeness (NIL) compensation with a B.B.A. in Finance, Summa Cum Laude, from TCU’s Neeley School of Business. Originally from Boise, ID, he relocated with his wife Abby to Denver, where they enjoy skiing, exploring new restaurants, engaging their church community and spending time in the mountains.
4600 South Ulster Street
Suite 700
Denver, CO 80237

alec.weber@ubs.com

Alec Weber

4600 South Ulster Street,Denver,CO,80237

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.}

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Financial planning and beyond

Pursuing your goals together

Glenn Malloy

Nicole Angelo

Alec Weber