How can you pursue what matters most?

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Daniel (Dan) Merians is a Senior Vice President - Wealth Management at UBS Financial Services, Inc.  A Financial Advisor since 1997, Dan's primary focus is portfolio management and financial planning.  He has a BA from Stanford University as well as an MBA and a Masters of Public Health from the University of California, Berkeley.  Dan moved to New Mexico in 1991 to conduct medical research as an Epidemiologist with the New Mexico Department of Health.  In 1997, he returned to the private sector as a Financial Advisor with Merrill Lynch in Santa Fe.  In 2003, Dan joined Smith Barney CitiGroup which was purchased by Morgan Stanley in 2009 where he was a Senior Vice President and Portfolio Management Director until he moved to UBS in June 2015.  Dan enjoys the great outdoors and traveling with Elizabeth, his wife, and their three sons.  Dan is also an avid tennis player and wine collector.

California Insurance License 0C44164

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Stanford University, BA
• University of California, Berkeley, MBA, Masters of Public Health

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Mariana is a Senior Wealth Strategy Associate with the Merians Wealth Management Group at UBS Financial Services, Inc. Mariana joined the team in 2019 while also pursuing her graduate education. As a CERTIFIED FINANCIAL PLANNER® professional, Mariana assists our clients with financial planning, investment planning and retirement planning. Mariana also supports the team with investment analysis and portfolio construction. 

Mariana has a B.B.A. in Economics from Cleveland State University, and a Master of Science in Economics from Purdue University, with specializations in Financial Economics and Public Policy. Mariana grew up in Brazil and moved to the U.S. in 2014. In her spare time, Mariana enjoys traveling, fishing, and spending time with her family.

• Purdue University, Master of Science in Economics: 2019 - 2021
• Cleveland State University, B.B.A. in Economics: 2017 - 2019

• CERTIFIED FINANCIAL PLANNER

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Kelly is a Registered Client Associate with the Merians Wealth Management Group at UBS Financial Services, Inc. Kelly has a bachelors degree in Business Administration from Western Colorado University, with an emphasis in finance and marketing. She has experience working for a tax company and administrative assistant work. Kelly was born and raised in Santa Fe, New Mexico and enjoys many outdoor activities like rafting, rock climbing, and skiing while spending time with family and friends.