Experience

Makes all the difference

Steven Scher

Senior Vice President–Wealth Management

Financial Advisor

As a reliable and experienced professional, Steven has learned that no matter what career you choose to be successful, it takes a commitment to excellence in all you do. Today, as a Wealth Manager at UBS, his commitment begins with listening to clients, understanding their needs, and identifying their priorities and concerns.

Steven began work in the investment management business in 1992 and came to UBS as a Senior Vice President in 2005. Prior to that, he had a successful career developing and managing residential and commercial real estate properties. He holds the Series 6, 7, 24, 31, 63, and 65 securities licenses.

Outside of UBS, Steven enjoys spending time with family, friends and clients, along with eating great food, watching soccer and the New England Patriots. He lives in Brookline, MA, with his wife, Lisa, teenage children: Sam, Natalie and Isaac, and their labradoodle.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

One Post Office Square
32nd and 33rd floors
Boston, MA 02109

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Michael Szablak, CFP

Vice President–Wealth Management

Financial Advisor

Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael provides a comprehensive planning approach which combines investment and tax strategy to help find untapped opportunities for his clients.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WI

Education

  • Boston College, MBA

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

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Joseph Frederick Neri

Client Associate

Joe began working for UBS Financial Services, Inc. in May 2017 and was brought into The Scher Group in January 2019. Joe is responsible for the team's day-today operations from onboarding clients to placing trades. He began his professional career at Fidelity Investments in 2012 where he worked in Restricted Stock Services for 4 years before working as a Financial Representative in their West Hartford, Connecticut branch for just over a year. Joe currently lives in Swampscott, MA with his wife, Stephanie, and his two children, Lena and Patrick. Away from the office, Joe enjoys snowboarding, attending concerts and sporting events, relaxing at the beach, and sight-seeing.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NY
  • RI
  • TX

Education

  • Roger Williams University, B.S. Finance
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

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Kristen Melendy

Client Associate

Prior to joining UBS in September 2022, Kristen spent five years with Wells Fargo Advisors as a sales assistant and 17 years at Commonwealth Financial as an operations liaison specialist. Kristen lives in Quincy, MA. She enjoys yoga, running and cardio boxing.

Registered States:
  • FL
  • MA
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

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