Experience Makes all the difference

Colby began his career in financial services right out of college. Following an analyst position at Morgan Stanley and having earned both his Series 7 and 66 licenses, Colby joined UBS in 2012. As a CERTIFIED FINANCIAL PLANNER™ Colby has extensive training in financial planning, education funding, estate planning, insurance, investments, taxes, employee benefits and retirement planning.

Colby earned a degree in Business Administration with a concentration in International Business and a minor in French from Towson University. As captain of his alma mater's rugby team, Colby led Towson to the final four during his senior year. Colby currently lives in Fells Point and is on the board of The Municipal Art Society of Baltimore and active with The Maryland Historical Society. While retired from playing rugby, you can find him cheering on the Orioles, Ravens & Capitals.

Education

  • CERTIFIED FINANCIAL PLANNER™

Personal & Community

  • Board Member - The Municipal Art Society of Baltimore

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, VA, VT, WA, WV