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 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 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
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 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 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
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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
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
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Insights
Wealth, from your point of view
What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Change your community. Change the world.
Whether you are new to philanthropy or a veteran philanthropist, committed to community causes or initiatives worldwide, your wealth can be a powerful catalyst for positive change. As Private Wealth Advisors, we’re committed to helping you and your families develop a charitable giving program that reflects your vision and your values.
Executive decisions
As a highly successful executive, you’ve achieved a certain level of professional accomplishment, and obtaining the right personal wealth management advice becomes an even greater priority. Our team can simplify the complexity of your financial world, identify an appropriate strategy, and ultimately help you enhance and preserve your success, today and for many years to come.