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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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