Tad Willenbrock

Tad Willenbrock, CIMA®, has been a prominent figure in the financial services industry for over 30 years, currently serving as a Senior Vice President of Investments at UBS Wealth Management since 2009. A graduate of the University of Colorado with a B.S. in Business Administration, Tad also completed the Executive Education Program at the Wharton School and holds the Certified Investment Management Analyst designation. They began their career at Morgan Stanley in 1984, transitioning to roles such as Assistant Branch Manager and arbitration panelist for the New York Stock Exchange. Recognized in 2007 as one of Colorado's top wealth advisors, Tad is dedicated to guiding families in wealth preservation and creating generational legacies.