Experience

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

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.

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 40 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.

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.