Financial planning and beyond

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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

    Glenn Malloy

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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 2

          Nicole Angelo

          Registered Client Associate

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          • 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

                Alec Weber

                Wealth Strategy Associate

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                • 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
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    Tariffs, volatility and your portfolio

                    Are you ready?

                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                    As of 12/31/2024

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                    UBS is a leading and truly global wealth manager

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