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Gregory G

Series 63, Series 65

Park City, UT

UBS Financial Services

Gregory Golding is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Gregari 1821 LLC, an investment vehicle focused on private equity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John M

Series 63, Series 65

Park City, UT

UBS Financial Services

John Mcgrath is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of investment products and financial planning options.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brandon L

Series 66

Park City, UT

UBS Financial Services

Brandon Little is a financial advisor with UBS Financial Services in Park City, UT, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS since 2017 and previously held roles at North Star Resource Group, Minnesota Life Insurance Co., CRI Securities, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he serves as an assistant coach for the boys basketball team at Judge Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and offers specialized services such as futures commission merchant operations and securities-backed lending.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Denver S

Series 63, Series 66

Park City, UT

UBS Financial Services

Denver Smith is a financial advisor with UBS Financial Services in Park City, Utah, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as an officer for Dad Force One, a community group that raises funds for school security through events such as crawfish boils and neighborhood scavenger hunts. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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