Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Alan Webster

First Vice President–Wealth Management

Financial Advisor

Alan Webster is a First Vice President with UBS Financial Services, Inc. He began his career as a financial advisor in 1977 with Bache Halsey Stuart Shields, Inc. in New York. He moved to Colorado in 1979, where he went to work with Merrill Lynch. In 1985 he moved to PaineWebber as he saw that their investment platform was better suited to the manner of investing that he had developed for his clients. He has been a pioneer in asset allocating, working with some of the finest money managers available throughout the world. He recognizes that each investor has specific criteria for their needs and builds portfolios that are appropriate for meeting their goals.

Alan has a B.S. in Business Administration from the prestigious Whittemore School of Business at the University of New Hampshire that he received in 1973. He had also studied at Jacksonville University and Boston University. Prior to becoming a financial advisor he had worked as a procedures analyst at the University of New Hampshire.

When away from the office, Alan enjoys many sports including tennis, golf, cycling, skiing, but above all sailing.  In addition, he enjoys playing the keyboard and performing locally on occasion.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • Whittemore School of Business, The University of New Hampshire, B.S. in Business Administration
1801 13th Street
Suite 100
Boulder, CO 80302

Email Me

Karen Nystrom

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY
1801 13th Street
Suite 100
Boulder, CO 80302

Email Me