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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • Nick Bode

    Nick Bode

    First Vice President–Wealth Management

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Nick began his career shortly after graduating from Colorado State University, where he played rugby and earned a business degree concentrating in finance.

    Nick enjoys helping his clients with wealth planning strategies involving retirement, estate planning, corporate stock plans and many other pieces of their financial lives.  He draws his knowledge from  over 14 years of experience.

    His love for finance dates back to his childhood, when he joined his 6th grade stock club.  In college he interned at Charles Schwab before joining Merrill Lynch after graduation where he worked for the next 10 years.

    He earned his Certified Financial Planner™ certification in 2005.

    In January of 2009 he joined UBS in the downtown Boulder office and became the Ft. Collins Branch Manager in March 2021.

    He lives in Broomfield with his wife, Richelle, and their 3 kids.  Outside the office he enjoys skiing, golf, hiking, running, playing hockey, and spending time with his family.

          3711 John F. Kennedy Parkway
          Suite 410
          Fort Collins, CO 80525
          nick.bode@ubs.com
          Nick Bode
          3711 John F. Kennedy Parkway,Fort Collins,CO,80525
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        Support and resources

        Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

        Learn how you can get involved and make an impact through the UBS Optimus Foundation.

        The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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