Her Focus
For more than 28 years ultra high net worth individuals, families and corporations have relied upon Melissa Corrado-Harrison for customized strategies to address their complex wealth management needs. Melissa's background in long-term planning and strategy accounts for her strong emphasis on wealth preservation and conservative, controlled growth. As the leader of an elite team, she directs the practice's portfolio management activities, oversees liquidity event and IPO planning strategies and works with clients and their attorneys to develop comprehensive estate plans.
Professional ex... Read More
Her Focus
For more than 28 years ultra high net worth individuals, families and corporations have relied upon Melissa Corrado-Harrison for customized strategies to address their complex wealth management needs. Melissa's background in long-term planning and strategy accounts for her strong emphasis on wealth preservation and conservative, controlled growth. As the leader of an elite team, she directs the practice's portfolio management activities, oversees liquidity event and IPO planning strategies and works with clients and their attorneys to develop comprehensive estate plans.
Professional experience and achievements Melissa began her career in the Family High Net Worth Planning division of Merrill Lynch, where her responsibilities included asset management, pre and post-IPO planning, mergers and acquisitions, single stock strategies, estate planning strategies and tax minimization strategies. In 2001, Melissa became a Private Wealth Advisor within Merrill Lynch's Private Banking and Investment Group. She joined UBS in 2015.
Credentials that build confidence:
Forbes/SHOOK Research:
- Top 250 Wealth Advisors - 2020
- Top 200 Advisors 2019, 2020
- Best-in-State Wealth Advisors 2018 - 2021
- Top 1200 Financial Advisors 2018 - 2021
- Top Women Wealth Advisors 2017 - 2021
Barron’s:
- Top 1,200 Financial Advisors 2013 - 2015, 2018 - 2021
- Top 5 Advisors in Colorado 2014, 2015, 2019 - 2021
- Top 100 Women Advisors 2008 - 2015, 2018 - 2020
- Hall of Fame 2019
- Number 1 Advisor in Colorado 2013 Read Less