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.

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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

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    • 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
          Jacksonville, FL 32202
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          Margaret Martinez

          Authorized Officer

          Team Administrator

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          • FL

                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.

              Focus on liquidity management

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              UBS and Credit Suisse—stronger than ever

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager