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
          • NH
          • NJ
          • NV
          • NY
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • WY

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

                Daniel Levy, CFA®, CPWA®

                Financial Advisor

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

                Dan serves individuals, families and institutions by taking time taking time to fully understand their situations. He utilizes financial planning and long-term portfolio management principles to optimize investment performance. By working with your tax advisors and attorneys, he implements estate planning strategies to manage tax efficiency and legacy wealth transfers unique to your needs. 

                Dan has 10 years of financial industry experience and 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 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 transitioned to the wealth management industry due to the ability to establish the long-term relationships based on trust like he experienced in the military.

                Dan enjoys spending time with his wife Brittany and their two young children, supporting veterans, and golfing. Dan met Brittany—a native of Indialantic—while stationed at NAS Jacksonville, FL. He serves as board member of the Military Officer's Association of America Cape Canaveral Chapter (MOAACC) and Donor Relations Chair of the MOAACC Scholarship Corporation. In addition, he is a member of the CFA® Institute and the CFA Society of Orlando. He holds the Certified Private Wealth Advisor® designation administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

                  • U.S. Naval Academy, B.S., Systems Engineering
                  • NYU Stern School of Business, MBA
                  • Chartered Financial Analyst®
                  • Certified Private Wealth Advisor®
                  • Institutional Consultant, UBS Institutional Consulting Program
                  Retirement planning
                  Estate planning strategies
                  Exit planning
                  Alternative investments
                  Institutional consulting
                  Business owners
                  6905 N Wickham Road
                  2nd Floor
                  Melbourne, FL 32940
                • Maria A. Reza

                  Maria Reza

                  Wealth Management Associate

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                  • CA
                  • CT
                  • FL
                  • IL
                  • IN
                  • MA
                  • MD
                  • NC
                  • NJ
                  • NY
                  • PA
                  • RI
                  • TX
                  • VA
                  • VT
                  • WY

                  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

                              Focus on liquidity management

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                              UBS and Credit Suisse—stronger than ever

                              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

                              $3.9 trillion

                              In invested assets globally 
                              As of 12/31/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager