Senior Vice President–Wealth Management
Financial Advisor
Keith started his career in the financial services industry as part of a management team at the local Santa Fe Merrill Lynch office in 1999. While there he quickly displayed a natural talent for the intricacies of the industry and embraced the value of customer service. He joined UBS Financial Services in May of 2002. Keith has a Bachelor's degree in Global Business Management and has been a Certified Financial Planner® since 2007. Keith constructs, monitors and updates personalized computer-based financial plans for all of our clients and implements investment portfolios for our new clients.
Prior to becoming a Financial Advisor, Keith was a career musician. He completed the music program at the boutique Musician's Institute in Los Angeles, California. With a background in Jazz percussion, he has toured a great deal of the world several times over and recorded numerous major and independent label releases. The need for a locale more conducive to raising a family precipitated his move with his family to Santa Fe, NM in 1999. Keith is married to Jennifer Gentry Fallis, who manages a local art gallery, and has two adult children, Millicent and Seth.
Keith enjoys music, Pilates, cooking, playing tennis, and visiting the Highlands of Scotland. He still plays drums and can occasionally be spotted performing with various local acts at various local venues and community events.
Senior Vice President–Wealth Management
Financial Advisor
Keith started his career in the financial services industry as part of a management team at the local Santa Fe Merrill Lynch office in 1999. While there he quickly displayed a natural talent for the intricacies of the industry and embraced the value of customer service. He joined UBS Financial Services in May of 2002. Keith has a Bachelor's degree in Global Business Management and has been a Certified Financial Planner® since 2007. Keith constructs, monitors and updates personalized computer-based financial plans for all of our clients and implements investment portfolios for our new clients.
Prior to becoming a Financial Advisor, Keith was a career musician. He completed the music program at the boutique Musician's Institute in Los Angeles, California. With a background in Jazz percussion, he has toured a great deal of the world several times over and recorded numerous major and independent label releases. The need for a locale more conducive to raising a family precipitated his move with his family to Santa Fe, NM in 1999. Keith is married to Jennifer Gentry Fallis, who manages a local art gallery, and has two adult children, Millicent and Seth.
Keith enjoys music, Pilates, cooking, playing tennis, and visiting the Highlands of Scotland. He still plays drums and can occasionally be spotted performing with various local acts at various local venues and community events.
Client Associate
Melissa began her financial career with UBS Financial Services in 2008. Melissa focuses on providing exceptional client service with every aspect of our client's diverse administrative needs. Melissa offers a professional and systematic approach toward not merely meeting but surpassing client expectations. Her goal is for our office's administrative and operational functions run seamlessly.
Melissa has been married to her husband Rene for 16 years and has two children, Alyssa and Marques. Melissa enjoys staying busy with outdoor activities and spending time with her family.
Client Associate
Melissa began her financial career with UBS Financial Services in 2008. Melissa focuses on providing exceptional client service with every aspect of our client's diverse administrative needs. Melissa offers a professional and systematic approach toward not merely meeting but surpassing client expectations. Her goal is for our office's administrative and operational functions run seamlessly.
Melissa has been married to her husband Rene for 16 years and has two children, Alyssa and Marques. Melissa enjoys staying busy with outdoor activities and spending time with her family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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