Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Client Associate
RoseMarie “Roe” Phillips, whose impressive background in the financial services industry truly sets her apart. Roe was born and raised in New York, and in 1988, she made Colorado her home. Now residing in Parker with her daughter Jackie, Roe brings more than 25 years of expertise to our team.
Roe’s journey began at Merrill Lynch, where she played a pivotal role in developing the Priority One Department, designed especially for high-net-worth client households. This initiative ushered in dedicated client relationship managers, dramatically improving the client experience and elevating service quality to new heights. Roe’s talent for relationship management is also evident in her commitment to training new hires, ensuring the team upholds consistently exceptional service standards.
In 2011, Roe transitioned to UBS as a member of the NewBridge Wealth Management Team, continuing to leverage her deep industry knowledge to deliver efficient and enjoyable service to clients. Roe holds a Series 7 license and attended Suffolk County Community College, further underscoring her dedication to professional growth.
Outside of work, Roe is passionate about spending time with her grandkids, gardening, and traveling. Her enthusiasm, expertise, and unwavering commitment make her an invaluable asset to our team.
Client Associate
RoseMarie “Roe” Phillips, whose impressive background in the financial services industry truly sets her apart. Roe was born and raised in New York, and in 1988, she made Colorado her home. Now residing in Parker with her daughter Jackie, Roe brings more than 25 years of expertise to our team.
Roe’s journey began at Merrill Lynch, where she played a pivotal role in developing the Priority One Department, designed especially for high-net-worth client households. This initiative ushered in dedicated client relationship managers, dramatically improving the client experience and elevating service quality to new heights. Roe’s talent for relationship management is also evident in her commitment to training new hires, ensuring the team upholds consistently exceptional service standards.
In 2011, Roe transitioned to UBS as a member of the NewBridge Wealth Management Team, continuing to leverage her deep industry knowledge to deliver efficient and enjoyable service to clients. Roe holds a Series 7 license and attended Suffolk County Community College, further underscoring her dedication to professional growth.
Outside of work, Roe is passionate about spending time with her grandkids, gardening, and traveling. Her enthusiasm, expertise, and unwavering commitment make her an invaluable asset to our team.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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