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.

  • John Breon hs

    John Breon

    Managing Director–Wealth Management

    Financial Advisor

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

    More than three decades in financial services, all with UBS and its predecessor firm, Piper Jaffray, have given John the perspective of navigating multiple market cycles and the flexibility to adapt to a constantly changing industry.  He and his team work primarily with wealth creators—business owners, executives and entrepreneurs—and their families. John is committed to protecting his clients' wealth through risk management by developing long-term investment plans and by partnering with other professional counsel for tax and estate planning.

    John graduated from Regis University with a B.S. degree in accounting, and subsequently earned his Series 7, 9/10, 63/65 & 3 securities licenses. He is the former President of Catholic Youth Camp and past City Council member. John and his wife Susan are avid skiers and John enjoys playing golf and boating on the lake in the summer.

     

    • Barron's Top 1,200 Financial Advisors, 2015
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

        80 South 8th Street
        Suite 2900
        Minneapolis, MN 55402
      • Lauren "Elle" Gueringer

        Elle Gueringer Miller

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • MI
        • MN
        • MO
        • MT
        • NC
        • NV
        • OR
        • PA
        • TN
        • TX
        • VA
        • WA

        Elle is a Financial Advisor within the Private Wealth Management division at UBS Financial Services, Inc. She believes that each individual and family is unique, and is passionate about supporting clients though transitions in their life. Whether it's selling a business, marriage, divorce, raising children, caring for aging parents, or retiring, she understands the challenges clients face. Elle regularly partners with our Advanced Planning Group to assist our clients with complex financial planning and investment strategies.

        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. Elle obtained a B.S.M. in Marketing and Master of Accounting from Tulane University. She holds Series 7 and 66 securities licenses.

              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
            • Natalie Breon Photo

              Natalie Breon

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • IL
              • IN
              • ME
              • MN
              • MO
              • MT
              • NC
              • NV
              • OR
              • PA
              • SD
              • TN
              • TX
              • VA
              • 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.

                    80 South 8th Street
                    Suite 2900
                    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
                        • 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

                          Director

                          Senior Portfolio Strategist, UHNW

                          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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                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

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