Insight-based advice

• AL
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John J. Meldrum has been in the financial services industry for 35 years. He began his career at Merrill Lynch and joined UBS in 2011. John is a graduate of Michigan State University and holds a Chartered Retirement Planning Counselor accreditation. John lives in Metamora and has a cottage on Harsens Island where he visits often during the summer months.  In his free time, he enjoys spending time with his 4 children, 9 grandchildren and big game hunting. He has traveled around world to hunt including recent trips to Bolivia, Zambia and Uganda.

• Michigan State University

• Chartered Retirement Planning Counselor

• AZ
• CA
• FL
• GA
• IL
• IN
• MI
• NY
• OK
• SC
• TN
• TX

Bethany joined UBS in 2011 after being at Merrill Lynch for 9 years. She has 26 years' experience in the Financial Services Industry and is passionate about financial advising.  She realizes that managing risk while investing appropriately to meet financial goals can often be at odds, so she helps clients emotionally handle the responsibility of managing their portfolio.  She believes in Financial Planning and diversifying her clients across the full spectrum of managed investments available -- mutual funds, ETFs, personal money managers, private equity and hedge funds -- to help construct the most appropriate financial plan for her clients.  Bethany is series 7 registered and has her Chartered Financial Consultant (ChFC) designation.  She lives in Clarkston, MI with her husband and children.

• Chartered Financial Consultant

Kim began her career at UBS in 2008. Kim has a pleasant and positive attitude that shined in her role as receptionist. As the first point of contact, her goals were focused on creating an excellent client experience. Her willingness to go beyond her role to provide both administrative and client support to financial advisors did not go unnoticed; with continued dedication to professional and personal growth she has awarded herself many opportunities to advance her career. As of November 1, 2020 she is the lead CSA for The Meldrum Group. Kim lives in Shelby Township, MI with her son. She enjoys traveling to northern Michigan for vacations with her family.