Let's move forward. Together.

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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
    • DE
    • FL
    • IA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TX
    • VA
    • WA
    • WI
    • WY

    Colin Murphy is a Senior Portfolio Manager who has helped clients meet their financial goals 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
      colin.murphy@ubs.com
      Colin Murphy
      205 N Detroit Street,Denver,CO,80206
    • Michael A. Nelson - Profile Photo

      Michael A. Nelson

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • IA
      • IL
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • TN
      • TX
      • VA
      • 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
          mike.nelson@ubs.com
          Michael A. Nelson
          205 N Detroit Street,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
                mariana.picans@ubs.com
                Mariana Picans
                205 N Detroit Street,Denver,CO,80206

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              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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              As of 03/31/2024

              51 countries

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              UBS is a leading and truly global wealth manager

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