Experience

Alax has over twenty five years of experience in the financial services industry advising corporate executives and entrepreneurs. From 1991 to 1999, Alax was a municipal investment banker with Bear Stearns covering the southeast region. During that time, he worked on over $5 billion of transactions, including work for Huizenga holdings when they purchased the Miami Dolphins and restructured the debt on the football stadium. He also worked on several other stadium and arena deals for the Miami Heat, Florida Panthers and Tampa Bay Buccaneers. Alax joined the Private Wealth Management division of Credit Suisse in 2000, choosing to focus his advisory practice on helping entrepreneurs and their families navigate the complexities of managing personal wealth before and after the sale of their business. He remained with Credit Suisse until the firm exited the US wealth management business at the end of 2015 when he joined UBS Private Wealth Management. Alax and Meryl have been partners since 2008.

Beverly rejoined UBS Private Wealth Management in 2024. As a Senior Wealth Strategy Associate, Beverly brings over 17 years of investment industry experience. Prior to a her role as a Senior Wealth Strategy Associate, she was the Branch Administrative Manager for the UBS Financial Services Inc. Downtown Miami office. Prior to her current role at UBS, she gained experience at Morgan Stanley, Bernstein Private Wealth Management, and Scottrade Inc. 

Beverly has a B.A. in Economics from the University of South Florida and an M.B.A. specializing in Financial Valuation and Investment Management from Lynn University. She is a Certified Financial Planner.™ She holds FINRA licenses 7,63,65,9, and 10.

Beverly lives in the Brickell, Miami neighborhood with her husband, Darren, and daughter, Stella.