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
    • ID
    • IL
    • IN
    • KS
    • ME
    • MI
    • MN
    • MO
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TX
    • UT
    • VA
    • WA
    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 900
        Colorado Springs, CO 80903
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        Lara Crowell

        Wealth Management Associate

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        • AZ
        • CA
        • CO
        • KS
        • 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 900
            Colorado Springs, CO 80903
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            Philip Hess

            Wealth Strategy Associate

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

                  90 South Cascade Avenue
                  Suite 900
                  Colorado Springs, CO 80903

                The circular economy: What is it?

                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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