Your life's goals

Wealth management to help you get there

Father and teenage son sitting on couch laughing

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.

Two people talking overhead

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.

  • Susan M. Morse

    Susan Morse

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Susan brings over 30 years of career experience in the financial services industry, working for the industry's leading firms and weathering numerous challenging market cycles. She is an ardent and outspoken supporter of the free market and steadfastly believes in the resilience of American entrepreneurship. She has structured her entire practice around one simple, but critical philosophical tenet: The client always comes first.

    While overcoming the challenges of building a business as a young, single mother, she went on to build a very successful practice in Brevard County and went on to achieve the title of Senior Vice President - Wealth Management and Wealth Advisor. In addition, she and her husband Don own and operate SBS Precision Metal, a growing local employer and 2013 recipient of Lockheed Martin’s Outstanding Supplier Award.

    Building upon her strong faith, Susan is a proud supporter of various charities and community institutions such as the Jess Parrish Medical Center, American Cancer Society, Florida Institute of Technology, and the Brevard Symphony Orchestra, among others. She is also an active member and supporter of Georgianna United Methodist Church.

    Susan enjoys traveling the world, fine wine, and catching up with friends and family. She is particularly fond of London, but also enjoys visiting her summer home where she grew up in Erie, Pennsylvania.

          6905 N Wickham Road
          Suite 200
          Melbourne, FL 32940
        • Mel Michalewich

          Melvyn Michalewich

          First Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • MA
          • MD
          • MO
          • NC
          • NJ
          • NV
          • NY
          • PA
          • RI
          • TX
          • UT
          • VA
          • WY

                6905 N Wickham Road
                2nd Floor
                Melbourne, FL 32940
              • Daniel Levy

                Daniel Levy

                Financial Advisor

                Chartered Financial Analyst®

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                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • HI
                • IL
                • MA
                • MD
                • MI
                • MN
                • MO
                • NC
                • NE
                • NH
                • NJ
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WY

                Dan joined the Indian River Wealth Management Team in 2018 after spending five years developing and managing investment advisory programs for two of the largest wealth management firms in the U.S.  He most recently spent three years as a program manager with the UBS Institutional Consulting Group in Weehawken, New Jersey, where he worked with over 100 institutional consultants with over $85 billion in assets under management.  He holds an MBA from the New York University Leonard N. Stern School of Business and a BS in Systems Engineering from the United States Naval Academy.

                Prior to entering finance, Dan spent 11 years in the U.S. Navy as a Naval Flight Officer on the EP-3 Aries II and P-3 Orion aircraft.  He flew combat missions in Iraq and Afghanistan and peacetime missions in Asia. During his shore duty, he served as an acquisition professional leading the Navy’s developmental testing of a $150 million multi-service data link control system.

                Dan adds value to individual and business owner clients by implementing an institutional, long-term investing approach to wealth management clients while helping them confidently pursue their life's goals. 

                Dan enjoys spending time with his wife Brittany and their two young children, mentoring veterans, and working on home improvements. Dan met Brittany—a native of Indialantic—while stationed at NAS Jacksonville. 

                He is a member of the CFA® Institute and the CFA Society of Orlando. 

                    • Chartered Financial Analyst®
                    6905 N Wickham Road
                    2nd Floor
                    Melbourne, FL 32940
                  • Maria A. Reza

                    Maria Reza

                    Wealth Management Associate

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                    • FL

                    Maria brings her 15 years of experience to us all the way from El Paso Texas where she graduated from the University of Texas at El Paso. As a Wealth Management Associate, she assists clients in various capacities including portfolio reporting, monitoring financial plans, account maintenance, trading support , and disbursements. She is FINRA Series 7, 66, and Life, Health, & Variable Annuities licensed.

                    Maria resides in Viera, FL, with her husband Adrian and their six year old daughter Regina. Maria is fluent in Spanish and English.

                          6905 N Wickham Road
                          2nd Floor
                          Melbourne, FL 32940
                        • Jane Baxter

                          Jane Baxter

                          Client Associate

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                                  6905 N Wickham Road
                                  2nd Floor
                                  Melbourne, FL 32940

                                The Year Ahead - Sustainable Investing

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                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

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager