Your financial life

Advice that looks beyond your portfolio

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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.

  • Ronald Francis Peacock - Profile Photo

    Ron Peacock

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NV
    • OH
    • OK
    • SD
    • TX
    • VA
    • WA
    • WI
    • WY

    In today's world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals.  Whatever your concerns, we can help you create a comprehensive financial plan designed to manage your wealth with your life and your family in mind.  It's what we call Advice Beyond Investing.  

    Ron Peacock has over 15 years of executive experience in Corporate America (Gateway Computers; Citigroup Credit Cards). His business responsibilities took him to Ireland, Japan and Australia. He has an entrepreneur background including previous ownership of 5 fast food restaurants.

    Settled in Fort Collins, he has been serving the high net worth client in the financial services business for over 13 years, first with Smith Barney and now with UBS Financial Services. Ron takes a family office approach to meeting your needs and collaborates extensively with our Private Wealth division.  A graduate of the University of South Dakota he is married to his college sweetheart (Anne); 3 children (Madeline, Molli and Ella).

     

    California Insurance License #0F82881

      • University of South Dakota
        3711 John F. Kennedy Parkway
        Suite 430
        Fort Collins, CO 80525
      • Brooke Dunlap Bontz - Profile Photo

        Brooke Dunlap Bontz

        Client Associate

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        • AZ
        • CO
        • FL
        • WY

        Brooke has been in the financial services industry since 2012 and spent the first 8 years of her career with Waddell and Reed. She joined UBS/Peacock Wealth Management Group in 2020 where she is dedicated to providing high quality operational and administrative support to our clients and team. Brooke is committed to excellence in all that she does and is gifted with being highly organized and very efficient! She thrives in her role and truly enjoys every day knowing she is providing an exceptional experience for our clients. 

        Brooke graduated from the University of Chicago with a BA degree in Economics. While attending, she played NCAA soccer and still enjoys playing today whenever she can. When not in the office, you can find Brooke doing anything outdoors and loves running, golfing, and backpacking. She is also an avid reader.

          • University of Chicago, BA, Economics
            3711 John F. Kennedy Parkway
            Suite 410
            Fort Collins, CO 80525
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            Ella Peacock

            Intern

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              Ella is currently a Sophomore at Dordt University studying Business Finance and Marketing, as well as playing basketball. She is on both an academic and athletic scholarship. Previously, Ella attended Resurrection Christian School and graduated with honors, academic awards, and lettered in multiple sports. While interning, she will assist with various administrative, client, and research responsibilities. When she’s not in the classroom or office, you can find her playing basketball or soccer, spending time with friends, or by the pool reading a good book.

                    3711 John F. Kennedy Parkway
                    Suite 410
                    Fort Collins, CO 80525
                  • Garret Elder

                    Garret Elder

                    Intern

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                      Garret is currently a Junior at Colorado State University studying Business Administration with a concentration in Finance. He is brought to us from Coeur d'Alene, Idaho. His athletics and academics took him to British Colombia, Manitoba, and eventually Fort Collins where he played ice hockey at Colorado State. When he's not studying or in the office, he can be found enjoying the outdoors whether it be fishing, camping, or enjoying time alone in nature. 

                            3711 John F. Kennedy Parkway
                            Suite 410
                            Fort Collins, CO 80525

                          Private Wealth Capabilities

                          For prominent individuals and families with significant wealth, our partnership with the Montage Financial Group  and our personal attention helps you pursue opportunities and the causes that give purpose to your life.  Based on an approach that is personal, comprehensive, and custom, we’ll collaborate with you, connecting you to insights and thought leaders within our firm and across the globe, as well as like-minded peers to help fuel your ambitions for a better world.

                          Sustainable investing

                          Sustainable investing

                          investments

                          Investment Management

                          Helping women take charge

                          Helping women take charge

                          Can I invest sustainably across my portfolio?

                          Consider prioritizing SI portfolio alignment

                          The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. At UBS, we view a widening breadth of SI vehicles as an opportunity to deepen exposure.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

                          #1

                          ESG/Impact Investing

                          Euromoney Private Banking and Wealth Management Survey, 2015-2022

                          Insights