Your life. Your wealth. Your future.

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Aaron is a Senior Vice President at UBS Financial Services, Inc. Aaron is a proven leader in financial planning, investment consulting, and wealth management services. He serves a diverse clientele of successful business owners, professionals, high net worth families, and institutions in the endowment/foundation, nonprofit, Taft-Hartley, and retirement plan space. Of the 6,500 UBS advisors in the United States, Aaron is one of approximately 120 who have been admitted into the UBS Institutional Consulting Group, empowering Aaron to work with some of UBS' most sophisticated, largest, and complex clients as a fiduciary. Deepening his commitment to institutions, Aaron has also been named an Endowment and Foundation Consultant by UBS.

Prior to returning to Tucson and joining UBS, Aaron served as a senior aide on Capitol Hill for the Joint Economic Committee of Congress, and as a high-level advisor to key members of the Senate Banking Committee and House Financial Services Committee Including current Senate Majority Leader Charles Schumer and Chair of the House Committee on Oversight and Reform Congresswoman Carolyn B. Maloney. At the age of 24, and during the heart of the global financial crisis, Aaron was named as the Press Secretary for the JEC, making him one of the youngest ever to serve in such a high-profile role on Capitol Hill.

Deeply passionate about community, Aaron serves as the Board Chair of Social Venture Partners Tucson, as the Vice Chair of Jewish Philanthropies for Southern Arizona, and as a supporter and investment consultant for numerous other non-profits. He is married to Stephanie Bowers, a pediatric physical therapist, and together they have two children Ezra (7) and Alice (5).

CA Insurance License #0L44804

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023The 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 Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• The University of Arizona, Bachelor's Degree

• CERTIFIED FINANCIAL PLANNER™
• Wealth Advisor
• Certified Investment Management Analyst®
• Institutional Consultant, UBS Institutional Consulting Program
• Endowment & Foundation Consultant

• AZ
• CA
• CO
• DE
• FL
• IL
• IN
• KS
• MA
• MD
• MO
• NJ
• NM
• NV
• NY
• OH
• TN
• TX
• UT
• VA
• WA

Of the approximately 7,000 financial advisors at UBS, Myron is one of approximately 120 who are Institutional Consultants representing the UBS Institutional Consulting Group.  He began his professional career as a graduate level Social Worker as an administrator for not-for-profit organizations. Through this diverse professional background, Myron has extensive experience working with committees and boards which has enabled him to add value and perspective in his work as an Institutional Consultant. Myron transitioned into financial services 37 years ago and has been with UBS and PaineWebber, which was acquired by UBS in 2000, for the past 32 years.

In Myron's 37 years of financial services industry experience, he has worked with clients and their families to address their holistic investment and financial needs utilizing his skills as a Certified Financial Planner.  A Graduate of the State University of New York at New Paltz, Myron earned his Certified Investment Management Analyst Certification (CIMA) from the Wharton School of Business.  

Outside of Myron's financial experience, he has a Masters degree in Social Work. In his private life, Myron has served on the investment committee for the University of Arizona, on the State of Arizona Cultural Data Project Task Force through the PEW Charitable Trusts, on the Finance Committee of the Tucson Jewish Community Center, as an Executive Committee member for the Southern Arizona Jewish Community Foundation, a member of the investment committee for the University of Arizona Foundation, and served on the planning committee for the 2011 International Jewish Funder's Network.  Myron, along with his wife, Anna are the parents of two, with three charming grandchildren.

• Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• State University of New York at New Paltz

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Institutional Consultant, UBS Institutional Consulting Program

• AZ
• CA
• CO
• FL
• NY
• OH

• University of Washington, Bachelor's Degree

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• FL

Melissa joined UBS and Rottenstein Wealth Management in July of 2021. Prior to joining UBS, Melissa spent the past 20 years servicing institutional and family clients at Davis Funds in Tucson. A native of Mesa, Melissa moved to Tucson to attend the University of Arizona, where she graduated with a Bachelor’s Degree in Political Science and a minor in Art History.  Melissa is married to her musician husband Joel and is the mother of a nine-year-old son, Prescott.  When away from the office Melissa enjoys supporting live music, camping, and spending time with family.