Let's move forward. Together.

Family photos on shelf

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.

mountain climbers

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

    • image
    • image
    • image
    • image
    • 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

      • image
      • image
      • 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

          • image
          • image
          • 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
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Insights