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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
My career began in 1993 at Dean Witter Reynolds. After teaming up with my Father Bill Melby, we spent the next 20 years at Oppenheimer & Co., Inc. and Wells Fargo Advisors until I recently joined UBS Financial Services, Inc., in 2016.
Through my professional years there has been one goal that has remained constant, "to focus on each individual client's specific needs and customizing a plan that will best meet their personal goals and objectives".
I have always enjoyed building strong, trusting relationships with my clients and their families and looking out for their best interests has been my most important responsibility.
My wife Rose and I reside in Naperville, where we've enjoyed the challenges of raising our three beautiful daughters, Juliana, Alexandra and Gabriella.
CA License #0N05101
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
My career began in 1993 at Dean Witter Reynolds. After teaming up with my Father Bill Melby, we spent the next 20 years at Oppenheimer & Co., Inc. and Wells Fargo Advisors until I recently joined UBS Financial Services, Inc., in 2016.
Through my professional years there has been one goal that has remained constant, "to focus on each individual client's specific needs and customizing a plan that will best meet their personal goals and objectives".
I have always enjoyed building strong, trusting relationships with my clients and their families and looking out for their best interests has been my most important responsibility.
My wife Rose and I reside in Naperville, where we've enjoyed the challenges of raising our three beautiful daughters, Juliana, Alexandra and Gabriella.
CA License #0N05101
Lets connect
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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