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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Colin Murphy - Profile Photo

    Colin Murphy

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • TX
    • WA
    • WI
    • WY

    Colin Murphy is a Senior Portfolio Manager who has managed client's futures over the last 20 years, human-to-human.  The first decade of Colin's career was spent as an institutional bond trader in Denver, Chicago and New York.  He knows that proper planning drives continued prosperity and it relates to more than just investments.  It's how well you connect with the heart-beating people you're trying to help and communicate your understanding back to them.  Colin challenges conventional thinking and seeks knowledge relentlessly to keep his practice inspired, exploring every opportunity and generating creative solutions. 

    After leaving New York, Colin led the Charles Schwab bond desk in Denver before embarking on a career in wealth management at Merrill Lynch.  He joined UBS in 2008.  

    Colin holds a BS in Marketing from Metropolitan State University of Denver and his MBA in Finance and Accounting from Regis University.

    • Metropolitan State University of Denver, BS, Marketing
    • Regis University, MBA, Finance and Accounting
    • Chartered Retirement Plans Specialist℠
    • Senior Portfolio Manager
    • Senior Retirement Plan Consultant
    205 N Detroit Street
    5th Floor
    Denver, CO 80206
  • Michael A. Nelson - Profile Photo

    Michael A. Nelson

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • ID
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • TN
    • TX
    • WA
    • WI
    • WY

    Mike is the senior member of the team with over 29 years of experience in the financial services industry. Mike focuses on equity and alternative investment research and manager selection for our clients. Prior to joining UBS, Mike spent 23 years as a Senior Financial Advisor with Merrill Lynch. Mike earned his B.S. in business administration and marketing from the University of Northern Colorado. He is a Colorado native and has many interests including, skiing, hunting, fishing, squash, ice hockey and golf.

      • University of Northern Colorado, BS, Business Administration and Marketing
        205 N Detroit Street
        5th Floor
        Denver, CO 80206
      • Mariana Picans - Profile Photo

        Mariana Picans

        Client Associate

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        • CO

        Mariana is a native of Miami, Florida. She moved to Toulouse, France where she completed a French immersion program for six months. Subsequently, Mariana completed her undergraduate studies in economics and global business administration at the Institut Catholique de Toulouse. Upon graduation she returned to Miami where she worked at Oppenheimer & Co. Inc. with a team focused on foreign bond arbitrage with international clients and options trading with institutional investors. Eager to be close to family, she moved to Denver and joined UBS in January 2017. Passionate about the great outdoors, the move to Denver was a natural fit. Mariana enjoys cycling, hiking and watching live music. Mariana is fluent in Spanish, French and English and holds her Series 7 and Series 66 registrations.

              205 N Detroit Street
              5th Floor
              Denver, CO 80206

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            Through his earnest and humorous conversations, Colin Murphy seeks to broach a variety of topics with the goal of personal growth and development. His unique approach to storytelling weaves anecdotes from the past to the present in a way that's illuminating and dynamic. Murphy engages with guests in the hopes of highlighting their unique perspective for the common collective consciousness.

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