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Private Wealth Management 

Suspension bridge

Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to obtaining the greatest possible understanding of you, your family, business and personal priorities, as well as your total financial picture.

With deep experience working within Private Wealth Management's multinational investment and currency platforms, we are not only well-positioned to provide highly specialized guidance, but to directly access and execute solutions with ease and efficiency.

Metcalf Fredrickson Group approach image

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.

  • Robert Metcalf

    Robert Metcalf

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Rob is a Managing Director and Family Office Consultant within the Private Wealth Management Group of UBS. Rob and his team provide comprehensive, consultative investment planning and wealth management services to affluent families and institutions. Prior to joining UBS Private Wealth Management in 2012, Rob was a Principal and Member of the Senior Investment Advisory Group of a New York based investment advisory firm where he served his clients since 2002. Prior to that, Rob was a licensed attorney representing professional athletes, entrepreneurs and executives in contract negotiations and advanced trust and estate planning.

    Rob attended both the University of Virginia and the University of Minnesota where he earned his undergraduate Bachelor of Arts Degree and was a member and Team Captain of the Men's Basketball Team. In addition, he earned his juris doctor from William Mitchell College of Law. Rob is very active in the Twin Cities community and has served as a board member, chair of investment committee and past board chair of People Serving People in Minneapolis, which is the largest children's homeless shelter in Minnesota.

    Rob and his wife Marita have 5 children and live in Stillwater, MN. 

     

    • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,200 Financial Advisors, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022The 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.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

      • Private Wealth Advisor
      681 East Lake Street
      Wayzata, MN 55391
    • Judy Fredrickson

      Judy Fredrickson

      Managing Director–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • PR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      Judy is a Managing Director with the Private Wealth Management Group of UBS. Judy and her team provide comprehensive, consultative, investment planning and wealth management services to affluent families and institutions. Judy assists private business owners with in-depth pre-transaction planning and key decisions regarding multi-generational wealth and takes an active role in facilitating family meetings and discussions around family governance and the education and preparation of the next generation as future stewards of the family's wealth. 

      Prior to joining UBS Private Wealth Management in 2012, Judy was a Principal and charter Member of the Senior Investment Advisory Group of Alliance Bernstein where she served her clients since 2002. Before that, Judy was an executive with Imation Corporation responsible for building an international services business across U.S. and Europe and spent nearly two decades in various leadership roles within Eastman Kodak Company.

      Judy attended the University of Oregon where she earned a Bachelor of Science Degree from the Charles H. Lundquist College of Business. Judy is active in the Twin City community and has served in several board capacities in the Minneapolis community including the YWCA of Minneapolis. 

      Judy and her husband Dave have 2 daughters and live in Excelsior, MN. 

        

      • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
      • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 100 Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
      • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes America's Top Wealth Advisors, 2021, 2022The 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.
      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
      • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        • Private Wealth Advisor
        • Certified Exit Planning Advisor
        681 East Lake Street
        Wayzata, MN 55391
      • Meg Hastings

        Meg Hastings

        Associate Director

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • IA
        • IL
        • MA
        • MN
        • MT
        • NC
        • ND
        • NJ
        • OR
        • SD
        • VA
        • WI

        Meg is a Senior Wealth Strategy Associate in the UBS Private Wealth Management Group. She brings over 20 years of client servicing experience to the team. She is focused on providing a high level of professional service to clients and works with their attorneys and CPA's to implement estate planning strategies within their portfolios. Prior to joining UBS in 2012, Meg was a Senior Private Client Associate at a New York based investment advisory firm.

        Meg attended Minnesota State University Moorhead and earned a Business Administration degree. She holds Series 7 and 63 securities licenses from FINRA.

         

        Meg and her husband reside in Eagan, MN and enjoy spending time at their lake cabin in northern Minnesota.

         

              Financial planning
              Education planning
              Estate planning strategies
              Philanthropy
              Legacy planning
              Family Offices
              681 East Lake Street
              Wayzata, MN 55391
            • Erica Asada

              Erica Asada

              Director

              Team Administrator

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              • AL
              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • IA
              • ID
              • IL
              • IN
              • MA
              • MI
              • MN
              • MO
              • MT
              • NC
              • ND
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • SD
              • TX
              • UT
              • VA
              • WA
              • WI

              Erica is a Director within the Private Wealth Management group of UBS. As the Team Administrator for the Metcalf Fredrickson Group, she supports the clients and partners with Rob and Judy in the areas of Insurance, Wealth Planning, Client Service, Operations and Compliance, in addition to administration of the team. Erica has over 18 years of experience in both management and client service leadership roles within UBS Wealth Management. Her career has focused on providing high level service and solutions to clients and their professional advisors. Erica's experience enables her to utilize firm resources to proactively and efficiently provide client solutions. Erica holds the following FINRA licenses; Series 7, 66, 9/10, 3 and Insurance.

              Erica attended Arizona State University and the University of Phoenix where she obtained a Bachelor of Science in Business Management. Erica and her husband Kelly have three children and reside in southern Minnesota. Erica enjoys participating annually as a Judge for the Invest Write program and in 2004 received the Service Support Person of the Year Award.

               

                    Education planning
                    Executive compensation
                    Corporate executives
                    681 East Lake Street
                    Wayzata, MN 55391
                  • Paul Draeger

                    Paul Draeger

                    Senior Wealth Strategy Associate

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                    • AZ
                    • DE
                    • FL
                    • MN
                    • SD
                    • WI

                    Paul is a Client Service Associate for the Metcalf Fredrickson Group within UBS Private Wealth Management. In this role, Paul is responsible for providing high-levels of service to the Private Wealth Management clientele.

                    Paul grew up in Maple Grove, MN where he played basketball. He will be a graduate from the University of St. Thomas in May of 2018 with a degree in Finance. Paul enjoys golfing and spending time with his family and friends.

                          Lending services
                          Cash management
                          Securities-backed lending
                          Financial planning
                          Structured products
                          Multi-generational families
                          681 East Lake Street
                          Wayzata, MN 55391
                        • Ryan Ahern

                          Ryan Ahern

                          Senior Wealth Strategy Associate

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                          • AZ
                          • FL
                          • MN
                          • WI

                          Ryan is a registered Client Service Associate for the Metcalf Fredrickson Group within UBS Private Wealth Management. In this role, Ryan is responsible for providing high-levels of service to the Private Wealth Management clientele. Prior to joining the team in April of 2016, Ryan worked in the Alternative Investments space at a Hedge Fund Administration Firm focusing on operations and accounting.

                          Ryan grew up in Wayzata, Minnesota where he played basketball and football. He graduated from the University of Iowa Tippie College Of Business in 2015 where he received a degree in Finance and Management. Ryan enjoys boating and golfing.

                                Custom portfolios
                                Alternative investments
                                Structured products
                                681 East Lake Street
                                Wayzata, MN 55391

                              Family Office Consultants

                              A select group of Private Wealth Advisors have earned the UBS business designation, Family Office Consultant, by demonstrating the knowledge and proficiency to help manage the investment, business, passion and legacy needs of ultra-high net worth families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Family Office Consultants align specific needs to the full suite of UBS capabilities.

                              Wealth, from your point of view

                              Executive decisions

                              Executive decisions

                              Change your community. Change the world.

                              Change your community. Change the world.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager