Financial Advisor
Meghan followed in her father, Jeff’s, footsteps and entered the financial services field after completing her MBA. Her keen attention to detail and passion for solving complex issues helps her develop strong, lasting relationships with clients. With a background in financial planning, she encourages clients to see the bigger picture even if it is still being painted. Meghan is an expert in 'Sudden Wealth', helping clients navigate the complexities of new-found wealth, whether through death, divorce, business sales, or structured settlements. Meghan also emphasizes education and preparation of the next generation, demonstrating how inherited wealth can create opportunities for their own success, independent of that of their parents or grandparents.
“We want to be everything to a select few, instead of a limited capacity to the masses.” - Meghan Nemechek
In her free time, Meghan is a passionate cook who spends her weekends developing new recipes for her second cookbook. She is a loving dog mom of two french bulldogs, and an auntie to her two nephews. As a Colorado native, she and her husband, Alec, also enjoys checking out the new restaurants Denver has to offer. If you need a restaurant recommendation as an accoutrement to your wealth management, you’ve come to the right place!
Experience
- Financial Advisor, 2025 - Present
- Wealth Strategy Associate, 2023 – 2025
- Wealth Planning Analyst, UBS Wealth Management, 2020 – 2023
- Intern, UBS Wealth Management, 2017 – 2023
Education, Credentials, & Publications
- CERTIFIED FINANCIAL PLANNER® 2024
- Accredited Wealth Management Advisor® 2021
- M.B.A Business Administration, University of Colorado Business School, 2020
- B.A. Finance, University of Colorado Business School, 2019
- Series 7 and 66 securities licenses
- “Political Cycles and Oil Prices: Understanding the Geopolitical Oil Supply” 2019
Volunteering & Community Engagement
- Regis Jesuit High School Investment Committee
- Project PAVE Board Member and Treasurer
- Clayton Club, Entrepreneurship Club member
- CU Denver Business School: adjunct professor of Undergraduate & Graduate courses
- Parishioner at Risen Christ Catholic Parish
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Meghan followed in her father, Jeff’s, footsteps and entered the financial services field after completing her MBA. Her keen attention to detail and passion for solving complex issues helps her develop strong, lasting relationships with clients. With a background in financial planning, she encourages clients to see the bigger picture even if it is still being painted. Meghan is an expert in 'Sudden Wealth', helping clients navigate the complexities of new-found wealth, whether through death, divorce, business sales, or structured settlements. Meghan also emphasizes education and preparation of the next generation, demonstrating how inherited wealth can create opportunities for their own success, independent of that of their parents or grandparents.
“We want to be everything to a select few, instead of a limited capacity to the masses.” - Meghan Nemechek
In her free time, Meghan is a passionate cook who spends her weekends developing new recipes for her second cookbook. She is a loving dog mom of two french bulldogs, and an auntie to her two nephews. As a Colorado native, she and her husband, Alec, also enjoys checking out the new restaurants Denver has to offer. If you need a restaurant recommendation as an accoutrement to your wealth management, you’ve come to the right place!
Experience
- Financial Advisor, 2025 - Present
- Wealth Strategy Associate, 2023 – 2025
- Wealth Planning Analyst, UBS Wealth Management, 2020 – 2023
- Intern, UBS Wealth Management, 2017 – 2023
Education, Credentials, & Publications
- CERTIFIED FINANCIAL PLANNER® 2024
- Accredited Wealth Management Advisor® 2021
- M.B.A Business Administration, University of Colorado Business School, 2020
- B.A. Finance, University of Colorado Business School, 2019
- Series 7 and 66 securities licenses
- “Political Cycles and Oil Prices: Understanding the Geopolitical Oil Supply” 2019
Volunteering & Community Engagement
- Regis Jesuit High School Investment Committee
- Project PAVE Board Member and Treasurer
- Clayton Club, Entrepreneurship Club member
- CU Denver Business School: adjunct professor of Undergraduate & Graduate courses
- Parishioner at Risen Christ Catholic Parish
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Client Associate
Marge has been in the financial services industry since 1986 and has a passion for meeting and exceeding client expectations in customer service. Marge is Series 7 registered and is well versed in any situation or client need that comes her way.
“It’s always the client first. No questions about it.” Marge Grimm
Life
- Marge enjoys spending time on her ranch in Larkspur with her husband of 45 years and spoiling their grandchildren.
- She also enjoys organic gardening, quilting, cooking, and caring for their farm animals.
Senior Client Associate
Marge has been in the financial services industry since 1986 and has a passion for meeting and exceeding client expectations in customer service. Marge is Series 7 registered and is well versed in any situation or client need that comes her way.
“It’s always the client first. No questions about it.” Marge Grimm
Life
- Marge enjoys spending time on her ranch in Larkspur with her husband of 45 years and spoiling their grandchildren.
- She also enjoys organic gardening, quilting, cooking, and caring for their farm animals.
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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