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Private Wealth Management

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  • Tim Tiller Profile Photo

    Tim Tiller

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DE
    • FL
    • IL
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • UT
    • VA

    Insight grounded in experience
    Tim leads a boutique private banking practice dedicated to providing a holistic approach to wealth management. With more than 30 years of experience in the financial services industry, he has navigated through some of the most complex market cycles, confidently serving the needs of entrepreneurs, corporate executives and successful families.


    “It’s about working as hard as I can to help you manage all aspects of your financial life. As a trusted Private Wealth Advisor, I’m passionate about serving you in a very personal way—as your primary point of contact.”

    — Tim Tiller

    As the son of the CEO of a regional brokerage firm, Tim learned the business at an early age—along with the value of building client relationships and caring for financial needs. With the benefit of a “boutique” practice serving a select group of ultra high net worth clients, he offers a white-glove service experience, doing whatever is needed to support complex wealth needs. In addition, Tim actively collaborates with clients’ attorneys, accountants and professional services partners to ensure an integrated planning approach.

    Experience

    • Director, Credit Suisse
    • Managing Director, J.P. Morgan Private Bank
    • Managing Director, Lehman Brothers

    Credentials

    • B.B.A., finance, University of Miami
    • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    • Series 7, 9, 10, 24 and 63 licenses, as well as long-term care, life, health and annuity licenses

    Life

    • Tim is an Emeritus member of the President’s Council, University of Miami
    • He has served in leadership roles for St. Ann School and the Juvenile Diabetes Research Foundation of Greater Palm Beach County
    • An exercise enthusiast, he has completed several triathlons and century bike rides
    • Tim and his wife reside in North Palm Beach and have three sons

      • University of Miami, B.B.A. Finance
      • CERTIFIED FINANCIAL PLANNER™
      525 Okeechobee Blvd.
      Suite 1500
      West Palm Beach, FL 33401
    • Arlene Mendez-Nouel Profile Photo

      Arlene Mendez-Nouel

      Associate Director

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      • CA
      • CT
      • DE
      • FL
      • IL
      • NC
      • NJ
      • NY
      • PA
      • RI
      • SC
      • UT
      • VA

      Arlene Mendez Nouel is a Relationship Manager in the Palm Beach office of the Private Wealth Management Division of UBS Financial Services, Inc. Arlene has dedicated her career to the financial services industry providing wealth management solutions to high net worth individuals and families.

      Prior to joining UBS Financial Services Inc., she worked at Credit Suisse Securities (USA) LLC, Lehman Brothers and J.P. Morgan Private Bank.

      Arlene is a native of San Juan, Puerto Rico where she graduated Cum Laude with a B.A. in Finance from Interamerican University. She has also completed various financial planning courses at Barry University in Florida. She holds the NASD Series 7, 63 and 66 licenses as well as long-term care, life, health and annuity securities licenses. Arlene is fluent in Spanish, enjoys traveling and spending time with her husband and three young sons.

        • Interamerican University, B.A. Finance, Cum Laude
          525 Okeechobee Blvd.
          Suite 1500
          West Palm Beach, FL 33401
        • Matthew Howland Profile Photo

          Matthew Howland

          Senior Client Associate

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            Matthew Howland is a Client Service Associate with 20 years in financial services industry experience. He joined UBS Financial Services, Inc. in 2012 and is responsible for all aspects of the implementation of client investment strategies. He is also a point of contact for client inquiries, operational support and servicing of accounts. Matthew was born and educated in the UK. He holds the NASD Series 6 and 63 licenses as well as the State of Florida Life Insurance and variable annuity securities licenses.

            Matthew has a passionate interest in food, enjoys traveling and films.

                  525 Okeechobee Blvd.
                  Suite 1500
                  West Palm Beach, FL 33401

                Insights

                Wealth, from your point of view

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                Change your community. Change the world.

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                As of 11/07/2023

                51 countries

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