Global access. Strategic solutions.

Private Wealth Management

3 Generations walking on the beach

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

  • Lauren "Elle" Gueringer

    Elle Gueringer Miller

    Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • ME
    • MN
    • MO
    • MT
    • NC
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • WA

    Since joining UBS, Elle has worked with a select group of exceptional families. She has found that the greater your wealth, the greater your need for advice, oversight and a trusted team to handle the details for each generation. From helping you clarify and instill financial responsibility and family continuity to creating a lasting philanthropic legacy, Elle delivers a solution with the discipline, accountability and uncompromising service you deserve. She is dedicated to earning your confidence in all she does, so you have more freedom to pursue your commitments to everything and everyone else that matters.

    Prior to joining the firm in 2020, Elle earned the CPA designation and spent seven years in the accounting industry. She most recently worked as a senior accounting manager at a global technology company in New Orleans. Before that, she worked in public accounting at PwC, auditing large financial institutions in the Chicago area. 

    Elle grew up in Orono, MN and currently resides in the west suburbs with her husband Harrison and daughter Virginia. Elle obtained a B.S.M. in Marketing and Master of Accounting from Tulane University. She holds Series 7 and 66 securities licenses.

    UBS Financial Services Insurance Agency Inc. License UBS #0512985 Agent License #4208700

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        80 South 8th Street
        Suite 2900
        Minneapolis, MN 55402
        elle.miller@ubs.com
        Elle Gueringer Miller
        80 South 8th Street,Minneapolis,MN,55402
      • Natalie Breon Photo

        Natalie Breon

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • ME
        • MN
        • MO
        • MT
        • NC
        • NV
        • NY
        • OR
        • PA
        • TN
        • TX
        • VT
        • WA

        Natalie Breon, Financial Advisor, is passionate about developing long-lasting client relationships built on trust and collaboration. She is dedicated to providing consistent tailored advice to help high net worth and ultra-high net worth individuals and families plan for the future in order in efforts to protect those they love and their legacy. Natalie offers a multi-generational perspective that addresses client priorities while supporting their vision and values. She brings compassion and creativity to all her clients while developing solutions though a systematic, process driven approach.

        Natalie has her B.A. in Political Science from Loyola University in Baltimore where she rowed competitively and was active in the local refugee community. After graduating, Natalie worked at the UBS home office in Weehawken alongside the structured solutions product team. Most recently Natalie spent four years in the Salesforce ecosystem as a business development leader, building deep relationships with her partners and ensuring her customer’s success. Her securities licenses include the Series 7 and 66. 

        Natalie lives in Minneapolis, MinneSNOWta, enjoys running (when it’s not -17º), any water sport and skiing.

        UBS Financial Services Insurance Agency Inc. License UBS #0512985 Agent License #4209262

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            80 South 8th Street
            Suite 2900
            Minneapolis, MN 55402
            natalie.breon@ubs.com
            Natalie Breon
            80 South 8th Street,Minneapolis,MN,55402
          • Marjorie Sandor

            Marjorie Sandor

            Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • FL
            • GA
            • MN
            • MT
            • NC
            • TX
            • WA

            Margie is a Wealth Strategy Associate for the UBS Breon Wealth Management Group. She brings over 15 years of client servicing experience to the team. She takes pride in providing clients with a high level of service and personalized attention to meet a broad range of needs. She is focused on providing solution-oriented assistance to clients and works with their attorneys and CPA's to implement estate planning strategies within their portfolios.

            Collaborating with local colleagues for UBS "Season of Service" initiative is a yearly activity Margie takes the lead on implementing for the Minneapolis Office Complex.  She is a past board member of Catholic Youth Camp. Margie is also active in her community of Stillwater, MN and enjoys running and reading. She is married and has three sons.

                  80 South 8th Street
                  Suite 2900
                  Minneapolis, MN 55402
                  marjorie.c.sandor@ubs.com
                  Marjorie Sandor
                  80 South 8th Street,Minneapolis,MN,55402
                • Ann Bjerke

                  Executive Director

                  Head of Advanced Planning

                  Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.

                • Sarah J. Salomon , CAP®

                  Executive Director

                  Head – Family Advisory and Philanthropy

                  Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
                • Matthew Morris, CFA

                  Executive Director

                  Head, Portfolio Advisory Group Midwest, New York and Northeast Division

                  Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
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                  Michelle Hodge

                  Tailored Lending Transaction Manager

                Wealth, from your point of view

                Change your community. Change the world.

                Change your community. Change the world.

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                $5.8+ trn

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