The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Four people meeting in glass office

Warren Colbert. Sr., CIMA

Senior Vice President–Wealth Management

I am a Financial Advisor. I specialize in learning what my clients enjoy talking about, what they live for and what they are passionate about. Then, and only then, do I begin to discuss what financial issues need to be managed or resolved. Stocks, bonds, private equity, hedge funds, insurance and estate planning are by-products and are not the focus of the relationship. Through my team, and UBS's network of professional services, we strive to enhance our clients' life experience and legacy.


Personal & Community

  • The Sarasota Art Museum of the Ringling College, Museum Advisory Committee member to the Board (2019)
  • The John and Mable Ringling Museum of Art Foundation Trustee (2019)
  • Development and Investment Committee Chairman, Board of Trustees - Lincoln University (2000 - 2013)
  • Chairman, Board of Directors - Green Chimneys Children's Services and Schools (1988 - 2002)
  • Chair, Finance Committee - Twenty-First Century Foundation (1995 - 2002)
Registered States:
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • Engineering Candidate, Howard University
  • Doctoral Candidate, Physics, University of Maryland College Park
  • Bachelors of Arts, Physics and Mathematics, Lincoln University

Credentials

  • Certified Investment Management Analyst®
  • Wealth Advisor
299 Park Avenue
New York, NY 10171
  • (212) 821-2753

Email Me

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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