Insight-based advice

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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Sheri R. Di Paglia

Vice President–Wealth Management

Sheri DiPaglia helps clients achieve their long-term goals by creating customized strategies to pursue their goals without taking unnecessary investment risk.

Sheri DiPaglia is privileged to advise individuals and families desiring a financial partner that can help them build long-term investment portfolios to accumulate, preserve and distribute their wealth. She offers clients the intimacy and personalized attention of a small firm combined with the industry leading research, technology and global resources of UBS. Sheri’s first priority is to understand her clients, and she takes the time to ask difficult, smart questions and listen carefully to determine the current state of their wealth and where they would like it to be in the future.  

By taking the time to listen to and review each client’s unique financial situation, preferences and goals, Sheri can offer tailored investment recommendations that accurately reflect their income and growth expectations along with their time horizon, risk tolerance and liquidity needs. Sheri will design, implement and monitor a customized wealth management strategy that enables her clients and their families to pursue their personal financial goals without making undue sacrifices to their lifestyle or taking unnecessary investment risk. 

Sheri has more than 32 years of experience in the financial services industry, and she has earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation which provides her with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. She earned a B.S. in Business from Arizona State University. 

When Sheri is not working, she enjoys spending time with her friends and family, even making frequent trips to Des Moines, IA, to keep in touch with her family. She also understands the value of giving back to others and supports a variety of charitable organizations on a local and national level.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • KS
  • KY
  • MA
  • MD
  • ME
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER™
4600 South Ulster Street
Suite 700
Denver, CO 80237
  • (303) 689-2657

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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