Insight-based advice

The Brown Wealth Management Team - Team Photo

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.

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    Curtis Brown

    Senior Vice President–Wealth Management

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TX
    • UT
    • VA
    • WA
    • WY
    Curtis Brown graduated in 1981 from the University of Colorado with a Bachelors of Science in accounting. He has over 33 years of experience in the financial services industry. He spent 9 years with Merrill Lynch before joining UBS, formerly Paine Webber, Inc. Prior to entering the financial service industry, Curtis worked for Ernst & Young, one of the nation's largest accounting firms.

      • University of Colorado, Bachelors of Science in Accounting: 1981
        90 South Cascade Avenue
        Suite 930
        Colorado Springs, CO 80903
        curtis.brown@ubs.com
        Curtis Brown
        90 South Cascade Avenue,Colorado Springs,CO,80903
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        Lara Crowell

        Authorized Officer

        Wealth Management Associate

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        • AZ
        • CA
        • CO
        • NM
        • TX

        Being with UBS since 2004, Lara has realized she has a passion for the financial markets and is committed to assisting clients achieve their financial goals. Her primary focus is providing exceptional personalized client service by delivering the full range of our finest products and solutions. She is a 4th generation native of Colorado with strong roots to Colorado's farming and ranching communities. Lara graduated in 1998 with a Bachelors of Science degree from CSU Fort Collins. She lives in the Colorado Springs area with her husband, Vince, and their three young children.

          • CSU Fort Collins, Bachelors of Science degree: 1998
            90 South Cascade Avenue
            Suite 930
            Colorado Springs, CO 80903
            lara.crowell@ubs.com
            Lara Crowell
            90 South Cascade Avenue,Colorado Springs,CO,80903
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            Philip Hess

            Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • FL
            • MN
            • NM
            • NV
            • TX

                  90 South Cascade Avenue
                  Suite 930
                  Colorado Springs, CO 80903
                  philip.hess@ubs.com
                  Philip Hess
                  90 South Cascade Avenue,Colorado Springs,CO,80903
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                ElectionWatch 2024

                24 questions for the '24 US election

                Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                Download the report

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                As of 06/30/2024

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