$7 trn
UBS Group invested assets
As of 12/31/2025
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager