Team Name: The Willenbrock Group

Firm: UBS Wealth Management

Senior Members: Tad Willenbrock, Elizabeth Willenbrock, Scott Ansel

Location: Denver, CO

Team Custodied Assets: $770 million

Background: Tad Willenbrock’s introduction to wealth management came from next door. Growing up in Colorado Springs, he lived beside a Merrill Lynch advisor who told him, after Tad came home from college one day, “you’d be good at what I do.” Willenbrock says he loved the way his neighbor interacted with people—and it ultimately pushed him to interview with several firms and accept an offer from Dean Witter, a predecessor of Morgan Stanley. At Dean Witter Reynolds, the ticker symbol was DWR—and Willenbrock and his wife (and now senior partner) adopted it as an internal mantra: “Do what’s right.” “We do what is best for the clients,” he says, adding that the principle is not new: “If you didn’t treat clients correctly back over the last 30, 40 years, you wouldn’t be in business anyway.” The couple later moved the practice to UBS in 2009—“the absolute low point of the market”—after a longtime friend who managed the UBS Denver office persuaded them to make the switch.

Client Relationships: The Willenbrock Group works with about........

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