Lasting relationships. For all that matters

Final

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Enz

    Michael Enz

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • ID
    • IN
    • KY
    • NC
    • NM
    • NV
    • OK
    • OR
    • TN
    • UT
    • VA
    • WA

    Michael Enz is a Senior Vice President-Wealth Management with UBS. He works directly with high new worth individuals, multigenerational families, businesses, foundations, and endowments. For each of Mikes clients, financial security means something different; fulfilling their individual visions guides his careful financial planning, investment, and wealth management strategies. Mike has over 30 years of experience within the wealth management industry. He has passed the Series 7, and SIE exams, Series 65, Series 63.

    As a financial professional, Mike prides himself on being a comforting influence on his clients and colleagues. Mike is a Institutional Consultant and Retirement Plan Specialist with UBS Institutional Consulting Group. Mikes responsibilities include investment policy planning assistance, asset allocation modeling, investment manager evaluation, and ongoing consulting and performance measurement reviews. As an Institutional Consultant, Mikes takes the time to fully understand your organization, leadership, employees, and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can deliver a customized wealth management plan. Talk to us about how our experience, resources and industry longevity can contribute to your company's success today and in the future. 

    Mike loves to spend time with family and friends. Mike is the Founding President of the San Benito County Heritage Foundation a non-profit organization that keeps that agricultural heritage of San Benito County flourishing. He is passionate about helping kids expand their horizons. Mike holds a private pilot license and often fly's in his free time.

    Mike went to college at California Polytechnic State University San Luis Obispo where he earned a B.S. in Business Administration with a Focus in Accounting/Finance.

    Mike is looking forward to learning how he can assist your specific needs, earn your confidence, trust and business. 

      • California Polytechnic State University, San Luis Obispo , B.S. Business Administration with a Focus in Accounting/Finance: 1992
      • UBS Institutional Consultant
      • UBS Retirement Plan Specialist
      • Chartered Retirement Plans Specialist℠
      • Retirement Plan Consultant
      • Senior Portfolio Manager
      200 Clock Tower Place
      Suite C-100
      Carmel, CA 93923
      michael.k.enz@ubs.com
      Michael Enz
      200 Clock Tower Place,Carmel,CA,93923
    • Melissa Panes

      Melissa Panes

      Senior Client Associate

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          • California State University Monterey Bay, Computer Science : 2000
            200 Clock Tower Place
            Suite C-100
            Carmel, CA 93923
            melissa.panes@ubs.com
            Melissa Panes
            200 Clock Tower Place,Carmel,CA,93923
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          ElectionWatch 2024

          24 questions for the '24 US election

          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

          Download the report

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