How can you pursue what matters most?

Mother Daughter meeting

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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.

  • Daniel-Merians

    Daniel Merians

    Senior Vice President–Wealth Management

    Financial Advisor

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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 May 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

      • Stanford University, BA
      • University of California, Berkeley, MBA, Masters of Public Health
        141 East Palace Avenue
        Coronado Building
        Santa Fe, NM 87501
      • Susan-Vrabel

        Susan Vrabel

        Senior Client Associate

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        Susan Vrabel is a Senior Registered Client Service Associate at UBS Financial Services, Inc.  Susan has been in the financial services industry and licensed for over 30 years. She has worked for Prudential Bache, Merrill Lynch and joined Smith Barney CitiGroup, now Morgan Stanley in 1994.  She has experience working with many investment products and enjoys building long-term client relationships. Susan attended the University of Michigan where she studied business and computer technology.  She moved to Santa Fe in 1989 and enjoys cooking, painting, fishing and golf.

          • University of Michigan
            141 East Palace Avenue
            Coronado Building
            Santa Fe, NM 87501
          • Mariana

            Mariana Zanin Ferreira Zuanetti

            Wealth Strategy Associate

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            • AR
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            • MA
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            Mariana is a 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. She assists our team with financial planning, investment research and analysis, as well as account-related inquiries, preparing statements, portfolio reviews and tax documents. 

            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
                141 East Palace Avenue
                Coronado Building
                Santa Fe, NM 87501

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              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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