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 has been recognized as a Barron's Top 1,200 Financial Advisor's. He 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
        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
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                          Ann Bjerke

                          Executive Director

                          Head of Advanced Planning

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                          Sarah J. Salomon , CAP®

                          Executive Director

                          Head – Family Advisory and Philanthropy

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                          Matthew Morris, CFA

                          Director

                          Senior Portfolio Strategist, UHNW

                        • Jack Maier

                          Managing Director

                          Investment Banker

                          Jack Maier is a Managing Director of Private Financial Markets at UBS, one of the leading investment banks in the world. He is based in Dallas, Texas and is responsible for covering the firm’s clients in the Southwest, Midwest and Rockies regions of the U.S. He is a 30-year veteran of Wall Street and has been involved in hundreds of merger & acquisition and corporate finance transactions across a wide range of industries. Jack regularly advises companies, their owners and Boards of Directors with respect to material strategic and financial matters.

                          Before joining UBS, Jack was Head of Investment Banking at Capstone Headwaters, an elite investment bank focused on the middle-market. Earlier in his career, Jack was Global Co-Head of Middle-Market M&A at Credit Suisse/DLJ, the leading middle-market seller advisory practice in the industry. At DLJ, he was a partner and participated in the creation of one of the most successful middle-market M&A practices on Wall Street. Previously Jack was an investment banker at Wasserstein Perella and Drexel Burnham Lambert.

                          Jack graduated from Wake Forest University with a BA in Economics and from Georgetown University where he earned his MBA with distinction as University Fellow. He holds series 7, 63, 24 and 79 securities licenses.
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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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                        Executive decisions

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                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

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