Our team has over 60 years of combined experience. We will work with you to understand your individual circumstances and implement an appropriate plan of action. We will assist you by:
- Taking the time to understand you and your goals
- Helping you develop a customized investment plan
- Providing periodic investment reviews to monitor your portfolio
- Repositioning your assets as appropriate
We strive to earn your loyalty through hard work, the highest quality advice and dedication. Working together, we can pursue your goals for today, and for many years to come.
Peter D. Braun
Peter has worked at UBS for the past 23 years and has earned the firm's Wealth Advisor designation. He has guided affluent professionals, business owners and retirees through the financial markets. He has a personalized approach to long-term wealth planning and is well known for his seminars on numerous financial topics.
He is on the Board of Directors of the Boulder Chamber of Commerce and was a Chamber "Big Dog." He was President of the Board and a Board Member for 9 years for the "I Have a Dream" Foundation and is on their Finance Committee. Peter was the Chairman of the Boy Scout Distinguished Citizen Awards Dinner. He was the runner up in the "Dancing with the Boulder Stars" competition.
Peter received his M.B.A. and a B.S. in business administration from The Ohio State University. Before his career as a Financial Advisor, he was a world-ranked tennis player. He has taught tennis at Arthur Ashe Kid's Day at the U.S. Open. A native of Buffalo, NY, he was inducted into the Buffalo Tennis Hall of Fame. He has been ranked #1 in Colorado numerous times in his age division. He has also hiked to Mount Everest base camp and Mount Kilimanjaro to raise money for various charities and was named a "Community Champion" by the YWCA.
Peter is married to Dr. Megan Weber and has a son, Oliver.
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, WI, WY
Stewart J. Swan
Client Service Associate
CERTIFIED FINANCIAL PLANNER
Stewart has worked at UBS for the past 10 years. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which entails extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. Stewart received his M.A. in global finance and economics from the University of Denver and a B.S. from Colorado State University. A native of South Bend, IN, he has been playing ice hockey since age 4. Stewart also enjoys taking his family skiing and rafting. A licensed skydiver, he has completed over 200 skydives.
Stewart lives in Denver with his wife, Dr. Nicole Garneau and daughter, Georgia.
AZ, CA, CO, IN, MI, MO
Gail L. Dubois
Senior Client Service Associate
Gail has been with The Braun Group since 2000 and has 34 years of experience in the securities industry. She began her career in