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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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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