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Experience

Makes all the difference

Andrea Cruz, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Education and Licenses

  • Certified Exit Planning Advisor®
  • Life and health Insurance Licenses
  • Series 7, 63, and 65 licenses
  • B.A degree from Biola University
  • CA Insurance License 0K05874

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • KY
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WY

Andrea Cruz, CEPA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2025The 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 Top Women Wealth Advisors Best-in-State, 2025, 2026The 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.
  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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. 

Andrea Cruz, CEPA

400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

Andrea Cruz, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Education and Licenses

  • Certified Exit Planning Advisor®
  • Life and health Insurance Licenses
  • Series 7, 63, and 65 licenses
  • B.A degree from Biola University
  • CA Insurance License 0K05874

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • KY
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2025The 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 Top Women Wealth Advisors Best-in-State, 2025, 2026The 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.
  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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. 

400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

andrea.cruz@ubs.com
Andrea Cruz, CEPA
400 South Salina Street,Syracuse,NY,13202

Kelly Weyer

Senior Wealth Strategy Associate

Chartered Retirement Planning Counselor

CA Insurance License 4251199

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IN
  • KY
  • MA
  • MD
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Kelly Weyer

Education

  • St. John Fisher University

Credentials

  • Chartered Retirement Planning Counselor

Kelly Weyer

400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

Kelly Weyer

Senior Wealth Strategy Associate

Chartered Retirement Planning Counselor

CA Insurance License 4251199

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IN
  • KY
  • MA
  • MD
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • St. John Fisher University

Credentials

  • Chartered Retirement Planning Counselor
400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

kelly.weyer@ubs.com
Kelly Weyer
400 South Salina Street,Syracuse,NY,13202

Tyler Merz

Wealth Strategy Associate

Registered Client Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed.

Registered States:
  • NJ
  • NY

Tyler Merz

400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

Tyler Merz

Wealth Strategy Associate

Registered Client Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed.

Registered States:
  • NJ
  • NY
400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

tyler.merz@ubs.com
Tyler Merz
400 South Salina Street,Syracuse,NY,13202

Briana Kingfisher

Client Associate

Briana Kingfisher

400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

Briana Kingfisher

Client Associate

400 South Salina Street
4th Floor
Syracuse, NY 13202

Email Me

briana.kingfisher@ubs.com
Briana Kingfisher
400 South Salina Street,Syracuse,NY,13202

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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