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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.

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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.

  • John-Meldrum

    John Meldrum

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CO
    • FL
    • IL
    • KS
    • MI
    • NC
    • NJ
    • NM
    • OK
    • TX
    • UT
    • WA

    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℠
      2301 West Big Beaver Road
      Somerset Place Office Building
      Troy, MI 48084
    • Bethany-Curtiss-Phyle

      Bethany Lynn Curtiss-Phyle, ChFC

      Account Vice President

      Financial Advisor

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

      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
          2301 West Big Beaver Road
          Somerset Place Office Building
          Troy, MI 48084
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          Kimberly Baldes

          Client Associate

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            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.   

                  2301 West Big Beaver Road
                  Somerset Place Office Building
                  Troy, MI 48084

                The circular economy: What is it?

                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.

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                As of 06/30/2022

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