How can you pursue what matters most?

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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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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.

Justin E. French

First Vice President–Wealth Management

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Justin brings over 15 years of experience in financial services, currently serving as the Market Director for UBS in Southern Colorado and New Mexico where he is responsible for overseeing and managing financial advisors and their teams. Justin’s dynamic forward-thinking and hands-on approach to problem solving make him a key asset in the Rockies Market and to the advisors and clients he serves.

Justin’s combined experience, passion, and industry confidence allow him to build trusting and long-lasting relationships with clients. Listening to and understanding client concerns allow him to identify and customize solutions to ensure client financial well-being and that long-term financial goals are met. Justin’s drive and standard for excellence enhance client satisfaction and foster team growth and positive culture.

Justin is a native of Fort Collins, Colorado. As a remarkable high school basketball player, Justin progressed to an exciting and successful basketball career at the University of Wyoming and is still very involved in the game of basketball. Volunteering with many athletic organizations as a board member and coach, Justin has served as a mentor and inspiration to many.

Justin and his wife, Kendra, currently reside in Colorado Springs, Colorado. They enjoy golf, traveling, family, and community involvement. Justin has one daughter who is studying finance at the University of Colorado Boulder.
90 South Cascade Avenue
Suite 930
Colorado Springs, CO 80903

justin.french@ubs.com

Justin E. French

90 South Cascade Avenue,Colorado Springs,CO,80903
Karl Schlierf

Associate Director

Admin Manager
View bio
- CO
- ID
- NM
- NV
- UT
As the Administrative Officer, Associate Director at UBS, Karl brings over a decade of experience in the financial services industry. In this role, he leads and develops a team of representatives, driving a culture focused on exceptional client service, asset growth, and revenue generation.

Karl is deeply committed to helping clients and advisors navigate complex financial needs by delivering thoughtful, tailored solutions aligned with individual goals. With a strong foundation in both leadership and client relationship management, he has held progressive roles across leading financial institutions, including Merrill Lynch and E*TRADE from Morgan Stanley, where he consistently strengthened client relationships, improved satisfaction, and generated new business opportunities.

Throughout his career, Karl has demonstrated a passion for solving client challenges, conducting strategic prospecting conversations, and building long-term relationships rooted in trust. His approach centers on empowering both clients and financial professionals with the knowledge, tools, and confidence needed to make informed financial decisions.
2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110

karl.schlierf@ubs.com

Karl Schlierf

2155 Louisiana Blvd NE,Albuquerque,NM,87110

Justin E. French

First Vice President–Wealth Management

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Justin brings over 15 years of experience in financial services, currently serving as the Market Director for UBS in Southern Colorado and New Mexico where he is responsible for overseeing and managing financial advisors and their teams. Justin’s dynamic forward-thinking and hands-on approach to problem solving make him a key asset in the Rockies Market and to the advisors and clients he serves.

Justin’s combined experience, passion, and industry confidence allow him to build trusting and long-lasting relationships with clients. Listening to and understanding client concerns allow him to identify and customize solutions to ensure client financial well-being and that long-term financial goals are met. Justin’s drive and standard for excellence enhance client satisfaction and foster team growth and positive culture.

Justin is a native of Fort Collins, Colorado. As a remarkable high school basketball player, Justin progressed to an exciting and successful basketball career at the University of Wyoming and is still very involved in the game of basketball. Volunteering with many athletic organizations as a board member and coach, Justin has served as a mentor and inspiration to many.

Justin and his wife, Kendra, currently reside in Colorado Springs, Colorado. They enjoy golf, traveling, family, and community involvement. Justin has one daughter who is studying finance at the University of Colorado Boulder.
90 South Cascade Avenue
Suite 930
Colorado Springs, CO 80903

justin.french@ubs.com

Justin E. French

90 South Cascade Avenue,Colorado Springs,CO,80903
Karl Schlierf

Associate Director

Admin Manager
View bio
- CO
- ID
- NM
- NV
- UT
As the Administrative Officer, Associate Director at UBS, Karl brings over a decade of experience in the financial services industry. In this role, he leads and develops a team of representatives, driving a culture focused on exceptional client service, asset growth, and revenue generation.

Karl is deeply committed to helping clients and advisors navigate complex financial needs by delivering thoughtful, tailored solutions aligned with individual goals. With a strong foundation in both leadership and client relationship management, he has held progressive roles across leading financial institutions, including Merrill Lynch and E*TRADE from Morgan Stanley, where he consistently strengthened client relationships, improved satisfaction, and generated new business opportunities.

Throughout his career, Karl has demonstrated a passion for solving client challenges, conducting strategic prospecting conversations, and building long-term relationships rooted in trust. His approach centers on empowering both clients and financial professionals with the knowledge, tools, and confidence needed to make informed financial decisions.
2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110

karl.schlierf@ubs.com

Karl Schlierf

2155 Louisiana Blvd NE,Albuquerque,NM,87110

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

How UBS empowers our financial advisors

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