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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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.

  • Justin Edwin Brolyer - Profile Photo

    Justin Brolyer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • ID
    • IL
    • KS
    • MO
    • MT
    • NC
    • NE
    • NM
    • NV
    • OH
    • OK
    • SD
    • TX
    • UT
    • WA
    • WY

    Justin Brolyer is a seasoned financial advisor with over 20 years of experience in the industry. He started his career as an intern with Smith Barney in 2001 and quickly rose through the ranks to become a sales assistant and then a financial advisor in 2004. Justin's dedication to his clients and passion for the financial industry have been the driving force behind his success.

    In 2009, Justin made the move to UBS Financial Services, where he helped build a successful team and continues to provide customized financial advice to his clients. As a financial advisor, Justin takes a hands-on approach to helping clients reach their financial goals. He provides a full range of services, including customized asset allocation advice, cash management strategies, financial goal analysis, investment management search and selection, and portfolio construction. With a focus on equities and fixed income strategies, Justin has a wealth of knowledge and experience to draw upon when helping clients navigate the financial markets.

    Justin's background in the financial services industry is personal as well as professional. His father was also a financial advisor, and Justin was inspired to follow in his footsteps. This legacy has given Justin a deep understanding of the importance of building long-lasting relationships with his clients and providing them with the personalized attention and support they need to achieve their financial goals. 

    When he's not helping clients reach their financial goals, Justin enjoys spending time with his wife and children. He is an avid outdoor enthusiast and enjoys the mountains, and loves watching his kids play sports. Justin is a dedicated family man and a professional who is committed to providing the highest level of service and financial advice to his clients. 

     

      • University of Northern Colorado
        3711 John F. Kennedy Parkway
        Suite 410
        Fort Collins, CO 80525
      • Justin Edward French - Profile Photo

        Justin Edward French

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • FL
        • ID
        • IL
        • KS
        • MO
        • MT
        • NC
        • NE
        • NM
        • NV
        • OH
        • OK
        • SD
        • TN
        • TX
        • UT
        • WA
        • WY

        Justin has a passion to help his clients achieve their financial goals and dreams. He enjoys educating his clients about the markets and helping them develop a holistic financial plan.  Justin has been a licensed financial advisor since 2008.  During this time, he has realized the importance of listening to clients and truly understanding their needs.  Working together with clients to customize a plan to help preserve, protect and pass on their wealth.

        Justin began his career in financial services at Merrill Lynch in 2008. He experienced the market downturn of 2008 and saw how difficult market changes can be for clients.  These experiences taught him the value of solid investment principles and staying calm during difficult market cycles.  Justin enjoys working with business owners, professionals & families to plan for their financial future. 

        Justin is a native of Fort Collins, Colorado. He was a standout high school basketball player & went on to have a great basketball career at the University of Wyoming.  Justin is still very involved with the game of basketball.   Justin has volunteered with many youth athletic organizations as a board member & coach. He has coached & help mentor players of all ages.

              3711 John F. Kennedy Parkway
              Suite 410
              Fort Collins, CO 80525
            • Caroline Sue Whitney - Profile Photo

              Caroline Sue "Carrie" Whitney

              Senior Client Associate

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              • CA
              • CO
              • WY

              Carrie brings over 20 years of financial services industry experience to her role as registered client service associate with the Brolyer Group. Carrie's client service associate duties include enhancing the client experience by servicing clients and providing operational and administrative support to The Brolyer French Wealth Management Group. Her knowledge of firm policies and technology allows her to interface with clients and prospective clients, anticipate their needs, resolve their problems and follow through with exceptional client service. Certifications: Carrie is FINRA Series 7 and 66 licensed.

                    3711 John F. Kennedy Parkway
                    Suite 410
                    Fort Collins, CO 80525

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                  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.

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