Top Wealth + Best-in-State · rank 3 · Denver, Colorado · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Melissa Corrado-Harrison is a Private Wealth Advisor in UBS Private Wealth Management's downtown Denver office.” — firm_official
- Parent company — UBS Group AG (high)
- “MELISSA CORRADO-HARRISON - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “MELISSA CORRADO-HARRISON - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — Corrado-Harrison and Associates (high)
- “Corrado-Harrison and Associates - Denver, CO | Financial Advisors” — firm_official
- Team size — 9 (medium)
- “Melissa Corrado-Harrison, Gregory Richardson, Ian Hamilton, Christine Shreeve, Stacey Johnson, Stephen Ruef, Heidi Reyes, Georgia Rosenstein, Ian Carter” — firm_official
- CRD — 4218701 (high)
- “MELISSA CORRADO-HARRISON - Broker at UBS FINANCIAL ...” — sec_finra_regulatory
- Years experience — 28 (medium)
- “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.” — firm_official
- Designations — — (medium)
- “Managing Director–Wealth Management” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “"Team Assets (Custodied)":"$1.8B"” — forbes_shook
- Account minimum ($M) — 10 (high)
- “"Minimum account size for new business":"$10M"” — forbes_shook
- Typical client net worth ($M) — 137.5 (high)
- “"Typical Net Worth of Relationships":"$75-200M"” — forbes_shook
- Client niche — ultra-high-net-worth individuals, families and corporations; liquidity-event and IPO planning (high)
- “For nearly three decades, ultra-high-net-worth individuals, families and corporations have relied upon Melissa Corrado-Harrison for customized strategies to address their complex wealth management needs.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Our straightforward advice. Your ever-changing life.” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/corrado-harrison/ (high)
- “Corrado-Harrison and Associates - Denver, CO | Financial Advisors” — firm_official
- Value proposition (verbatim) — Our straightforward advice. Your ever-changing life. (high)
- “Our straightforward advice. Your ever-changing life.” — firm_official
- Differentiators — we don't just focus on increasing returns at all costs; our priority is to create a more accurate framework for pursuing your unique goals, highly integrated team with deep problem-solving experience, addresses three critical needs of affluent investors: the need to preserve, maintain and enhance, emphasis on wealth preservation and conservative, controlled growth, oversees liquidity-event and IPO planning strategies (high)
- “we don't just focus on increasing returns at all costs; our priority is to create a more accurate framework for pursuing your unique goals” — firm_official
- “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 ma” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (low)
- “Our straightforward advice. Your ever-changing life.” — firm_official
- Books published — 0 (low)
- “Melissa's background in long-term planning and strategy accounts for her strong emphasis on wealth preservation and conservative, controlled growth.” — firm_official
- Linkedin url — https://www.linkedin.com/in/melissa-corrado-harrison-2009b8108 (medium)
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 100 Women Financial Advisors (2021), Barron's Hall of Fame (2019) (high)
- “UBS Advisor Melissa Corrado-Harrison Named to the Barron's Top 100 Women Financial Advisors List” — professional_press
- “34 list appearances including Forbes America's Top Women Wealth Advisors (2017-2026), Forbes America's Top Wealth Advisors (2020-2026), and Barron's Hall of Fame (2019)” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “UBS Logo: mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard UBS corporate template: white ground, UBS red accents, clean sans-serif type, icon-led sections, aspirational landscape photography. No team-specific mark or palette. (medium)
- “Our straightforward advice. Your ever-changing life.” — firm_official