Walter Fortney IV is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining UBS in 2021, he worked at Morgan Stanley across several affiliated entities from 2012 to 2021. Outside of his advisory role, he is a co-owner of private investment entities focused on real estate and energy in Houston, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading and capital markets services.

Neil Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Roaring Fork Club, a sport and leisure facility, and is involved with the Roaring Fork Club Water & Sewer Company, which serves the private club. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advice based on proprietary research and model-based asset allocations.

Frances Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado. She holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 17 years at UBS. Outside of her advisory role, she serves as a substitute group fitness instructor and is involved with the Johnson County Kansas Republican Party, where she advocates for voter registration and informed voting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.