Wealth advice that helps inspire confidence

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Patricia E. Miller, CFP®,CPWA®,CDFA®

First Vice President–Wealth Management

Certified Private Wealth Advisor®

Patricia is an industry veteran, having been in the financial services industry since 1999. She has earned the designation of Certified Financial Planner (CFP®), Certified Divorce Financial Analyst® (CDFA®), and her Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute.  She works in collaboration with her team and clients to create comprehensive and long-term wealth management strategies. Her expertise in the financial planning process forges trust and reassurance with clients and families.  Patricia enjoys spending time educating her clients and providing them with clear insights and a complete picture of their financial circumstances.  She does this using a defined process that breaks down clients' goals into three parts: Liquidity, Longevity and Legacy.  This approach actively engages individuals in the planning process to help bring clarity to the complexities of investing.

Patricia grew up in Minnesota and graduated from Luther College in Iowa with a double major in Business Management and German. She minored in International Studies because of her love of travel.  She has been a proud Colorado resident since 2005 and enjoys volunteering and being active in her community.  In her free time, she enjoys riding her bike, trail running, playing with her three English pointer puppies, baking chocolate chip cookies and reading.

CA insurance license 0H32840

Personal & Community

  • Ethics board member- Investments & Wealth Institute
  • Boulder County Estate Planning Council, Past President and Accredited Estate Planner®
  • Associate Board Member of Alliance for Choice in Education (ACE)
  • Rocky Mountain Triathon Club Board Member
  • We Ride 4 Cycling Club Sponsor
  • Berkeley Park Running Company Sponsor
  • Former Associate Director of the National Association of Divorce Planning- Flatirons Chapter
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MN
  • NY
  • PA
  • SC
  • SD
  • TN
  • UT
  • WI
  • WY


  • Luther College


  • Certified Private Wealth Advisor®
  • Certified Divorce Financial Analyst®
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Financial planning
Long-term care planning
Estate planning strategies
Sustainable investing
Women investors
370 17th Street
Suite 4100
Denver, CO 80202
  • (303) 820-5092

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

UBS Wealth Way

UBS Wealth Way

Helping women take charge

Helping women take charge

Your life, wealth and future

Your life, wealth and future

Are you ready to take care of you?

Read the article: Own your worth 2020

During a health crisis, the financial and family stresses on women are often compounded by women traditionally taking on multiple caretaker roles—leaving less time and energy for financial education and planning. According to UBS‘s Own Your Worth whitepaper, time constraints are a key reason "85% of married women [in the US] are less involved in long-term finances, preferring their husbands to take care of it."

1International Labour Organization

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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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UBS is a world-leading wealth manager