Experience

As a Private Wealth Advisor, Meryl brings over twenty-five years of unique experience in both the for-profit and non-profit worlds to help serial entrepreneurs, business owners and their families make informed decisions so they can leverage the value of their largest and most important asset – their business – to create a legacy for the people and causes they care most about. She focuses on combining business transition advice with personal planning conversations to help her clients successfully navigate the business, financial and personal issues they face during important transition points in their lives.

Meryl began her career with the Institutional Sales Group at Merrill Lynch and then with the Emerging Markets and Global Equity Derivatives Groups where she focused on building the Latin American equity derivatives business. After moving back to her hometown of Miami, she worked in the non-profit sector for nearly four years building a scholarship fund. Having been motivated by the personal, goal-oriented discussions she had with affluent families, she returned to the financial services industry in 2008 and joined the PWM division of Credit Suisse where she focused on helping business owners grow, preserve and share their wealth. In 2015, she joined UBS PWM in Coral Gables, FL. 

Speaking Engagements
-Planning Towards a Smooth Transition, Taylor Business Group, 1/22
-Women, Wisdom & Wealth: Bringing More Women to the Financial Table, UBS client seminar in partnership with Morgan Horton Law, Quarterly 
-Rebuild to Sell – How to Exit Your Business in the New Normal, Daszkal Bolton, 9/20
-Unlock The Secret Formula For Business Transition Success, Greater Kendall Business Association, 7/20, Doral Bar Association, 5/20
-Save a Latte: Women of the NFL Workshop about Liquidity, Longevity and Legacy planning for NFL players and their families, NFL Thread Super Bowl LIV Power Lunch, 1/20
-Are You and Your Business Transition Ready? The Business Forum Group - Doral, 11/19

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.

Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, Jeannette was with Credit Suisse for seven years in both the Miami and Los Angeles offices and with Goldman Sachs for five years. While at Goldman Sachs, she supported a ten- person team managing over $6 billion in assets for ultra-high net worth families, foundations and endowments. Prior to entering the private wealth management side of the business, she was an Investor Relations Associate for a New York-based hedge fund. Jeannette started her career at Credit Suisse Asset Management as a Trading Assistant. Jeannette has been working with Meryl and Alax since 2012 and manages all aspects of account opening and transfers, incoming and outgoing disbursements, implementation of asset allocations, trading and day-to-day client requests. She also devotes time to engaging next generation family members with wealth education and planning strategies.

Jeannette received her B.A. in international affairs from Florida State University.