Let's move forward. Together.

Three generations in the front yard

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Camera lens-POV

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.

  • Bryan Meyers

    Bryan Meyers

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • FL
    • NC
    • TX

    Bryan’s approach is to develop a personal relationship with his clients to understand families, businesses and endowments' dynamics so that he can lead with advice.  Bryan works closely with ultra-high-net-worth clients to assess their needs and interests, and then coordinate the resources to advance their life and legacy goals. He orchestrates effective communication across a client’s team, fostering the highest levels of diligence and responsiveness. A natural relationship builder, Bryan offers an intuitive understanding for people and their priorities.

    Prior to joining UBS, Bryan worked at Bank of America for 23 years and held positions in corporate and investment banking before moving into Bank of America Private Bank (formerly U.S. Trust) in 2006 as a sales executive for the Southeast Division.  In 2009, he became a director with Merrill covering the custom credit business.  He then rejoined Bank of America Private Bank in 2021 as a Private Client.  He started his career with PricewaterhouseCoopers in the Private Client Tax group.  Bryan holds a BS in accounting from the University of Florida and an MBA from Queens University.  He is retired from the US Air Force and the Florida Air National Guard.  Active in his community, he volunteers with the UF-Shands Transplant Center and was a member of the Angel’s Advocacy Care Network board of directors.  Bryan is a Jacksonville native and is married to Michelle and has two children.

          One Independent Drive
          Independent Square Suite 1700
          Jacksonville, FL 32202
          Bryan Meyers
          One Independent Drive,Jacksonville,FL,32202
        • image

          Margaret Martinez

          Authorized Officer

          Team Administrator

          • image
          • image
          • image
          • FL

                201 North New York Ave
                Winter Park, FL 32789
                Margaret Martinez
                201 North New York Ave,Winter Park,FL,32789

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Why does A.I. in space matter?

              Outlook on interest rates


              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager