Terry Nugent
About Terry Nugent
Terry Nugent serves as the Managing Director of Wealth Management at UBS Financial Services, Inc, where he has worked for 33 years. He specializes in private planning, trust and estate planning, and tax minimization strategies, catering to wealthy individuals and families in the Greater Denver Area.
Work at UBS
Terry Nugent has held the position of Managing Director in Wealth Management at UBS Financial Services, Inc. since 1991. With over 33 years of experience in this role, he has developed a deep understanding of the financial needs of clients in the Greater Denver Area. His work focuses on providing tailored financial solutions to high-net-worth individuals and families.
Education and Expertise
Terry Nugent studied at Colorado State University, where he gained foundational knowledge that supports his extensive career in finance. He specializes in various areas, including private planning, trust and estate planning, philanthropic services, concentrated stock management, and tax minimization strategies. His expertise allows him to effectively address the complex financial needs of his clients.
Background
Before entering the financial industry, Terry Nugent spent four years as a professional player in the National Football League (NFL). His experience in sports has contributed to his understanding of the unique financial challenges faced by athletes and high-net-worth individuals. He is also a member of the NFL Players Association (NFLPA), which connects him with a network of former players.
Achievements
With over 31 years of experience in the financial industry, Terry Nugent has established a reputation for his proactive approach to wealth management. He focuses on serving very wealthy individuals and families, helping them navigate complex financial landscapes and achieve their financial goals.