Your goals. Our comprehensive plan.

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®

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.  Patricia is the immediate past chair of the Boulder County Estate Planning Council and was a board member of ArtReach. Currently, she is an Associate Board Member of Alliance for Choice in Education (ACE) and a member of the Rocky Mountain Tri Club.  In her free time, she enjoys riding her bike, trail running and reading.

Personal & Community

  • Accredited Estate Planner®, National Association of Estate Planners & Councils
  • Boulder County Estate Planning Council, President
  • Associate Board Member of Alliance for Choice in Education (ACE)
  • Rocky Mountain Triathon Club
  • We Ride 4 Cycling Club
  • Associate Director of the National Association of Divorce Planning- Flatirons Chapter
Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VT
  • WA
  • WI
  • WY

Education

  • Luther College

Credentials

  • Certified Private Wealth Advisor®
  • Certified Divorce Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • 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
Philanthropy
Sustainable investing
Women investors
370 17th Street
Suite 4100
Denver, CO 80202
  • (303) 820-5092

Email Me

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.

Multigenerational planning

Multigenerational planning

UBS Wealth Way

UBS Wealth Way

Goals-based planning

Goals-based planning

Will I ever earn as much as I'm worth?

For some of life's questions you're not alone. Together we can find the answer.

"217 years.* That's how long it will take the economic gender gap to close—if it continues widening at its current rate. We can help you close the gap–and take control of your wealth.

*World Economic Forum – The Global Gap Report 2017.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020