Experience

John is a veteran in the financial services industry with 37 years of experience. He is a long time Director's and President's Council member. John specializes in working with multigenerational clients and providing services that encompass all aspects of family wealth management. Capital preservation and risk management are the top priorities in every relationship.

Prior to joining UBS, John was a Senior Vice President with Morgan Stanley and Smith Barney in Boca Raton, Florida which included 15 years of management responsibilities. John has a Bachelor of Science from Northeastern University where he received the distinguished service award. He is FINRA-registered and holds the Series 7,8, 63 and 65 securities licenses as well as the 2-15 insurance license.

He has served on the Board of Directors for a number of charitable organizations and he currently resides in Boca Raton, FL with his wife, Suzanne.

Meryll is involved in all facets of the group’s operations. For over 20 years, she has focused on the advanced financial planning needs of entrepreneurs and ultra high-net-worth clients. Her specialties include asset protection, advanced estate and wealth transfer strategies such as inheritance, business succession, life transition and liability planning. 

She is a CERTIFIED FINANCIAL PLANNER™ professional. The designation comes with additional training in financial planning, investments, and retirement planning as well as in the CFP Board's Standards of Professional Conduct. The CFP® certification is the most recognized certification in the industry for personal financial planning. 

Prior to joining UBS, Meryll was a Vice President of Investments with J.P. Morgan in Boca Raton, Florida. She was also a regional manager at J.P. Morgan before deciding to focus exclusively on the needs of our clients.

Meryll has a Bachelor of Science in Business Administration from Boston University. In addition to the CFP®, she holds the following designations: Chartered Family Office Specialist, Accredited Asset Management Specialist and Chartered Retirement Planning Counselor . Meryll is FINRA-registered and holds the Series 7 and 66 securities licenses as well as the 2-15 insurance license.

She volunteers her time with the Junior League of Boca Raton, Best Foot Forward and as a teaching volunteer with Junior Achievement empowering young children and people to own their economic success. Meryll currently resides in Parkland, FL with her high school sweetheart and husband, Ethan and their three daughters.

Tracey has over 17 years of experience in the wealth management industry and brings a diverse set of skills to her role as Wealth Management Associate. She has been with UBS since 2011. Prior to UBS, Tracey worked for Oppenheimer and Raymond James in various roles, including trader, operations and client service associate. She is FINRA-registered and holds the Series 7 and Series 66 securities licenses.

Tracey oversees the operational and service-related aspects of our team's client relationships. She is responsible for account maintenance, relationship building and providing clients with a high level of service. Tracey is dedicated to providing an excellent client experience.

A native to south Florida, she attended high school in Parkland and studied psychology at Florida Atlantic University. Tracey enjoys spending time with her family, the outdoors and travel. She lives in Boca Raton with her husband Kevin and their three children Noelle, Angelina and Brandon.

Imías has over 15 years of experience in the wealth management industry and is a remarkable addition to the Boca Raton Wealth Consulting Group. Prior to UBS, Imías began her career at Lehman Brothers in Boston and has also worked for Merrill Lynch. She holds the Chartered Retirement Planning Counselor® (CRPC®) designation and is FINRA-registered with both the Series 7 and Series 66 licenses. 

As a Sr. Client Service Associate, Imías delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She works closely with the team to respond to client service requests swiftly and accurately.

Originally from Cambridge, Massachusetts, Imías is a graduate of Mt. Holyoke College where she studied International Relations. She volunteers with CROS Ministries’ mobile food pantry on the weekends. Imías is passionate about world travel, reading, exploring Florida’s nature preserves and local beaches. She resides in Boynton Beach, FL with her two children and dog Kiko.