Experience

Jake specializes in all aspects of investment strategy, asset allocation and the effects the micro/macroeconomic environment has on both. He works closely with our clients to develop portfolios and create tailored investment solutions with an emphasis on risk-adjusted returns. His expertise also includes valuation, financing and strategic exit planning for business owners.

Prior to joining UBS, Jake was Vice President of Investments with J.P. Morgan in Palm Beach, Florida. Before his wealth management career Jake was part of the U.S. Army's elite 1st Battalion, 75th Ranger Regiment. He is a combat veteran that conducted Special Military Operations for the United States of America in both Afghanistan and Iraq.

Jake has a B.A. in International Business & Trade and an M.B.A in International Business from Florida Atlantic University. In addition, he holds the Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, Certified Exit Planning Advisor, Sports & Entertainment Accredited Wealth Management Advisor and Portfolio Manager designations. He is FINRA-registered and holds the Series 7 and 66 securities licenses as well as the 2-15 insurance license.

His primary philanthropic interests include education and supporting fellow veterans. Jake is a lifetime member of the American Legion, Veterans of Foreign War and the U.S. Army Ranger Association. He is a long-standing board member of the Veterans Bar Association.

Jake enjoys fishing, traveling, physical challenges and just about anything outdoors. Jake resides in Pompano Beach, FL with his wife and best friend Luanne, daughter Sydney and dogs Bodie & Aussie. 

Rangers Lead The Way!

Meryll is involved in all facets of the group’s operations. For over 20 years, she has focused on the advanced financial planning needs of entrepreneurs and ultra high-net-worth clients. Her specialties include asset protection, advanced estate and wealth transfer strategies such as inheritance, business succession, life transition and liability planning. 

She is a CERTIFIED FINANCIAL PLANNER™ professional. The designation comes with additional training in financial planning, investments, and retirement planning as well as in the CFP Board's Standards of Professional Conduct. The CFP® certification is the most recognized certification in the industry for personal financial planning. 

Prior to joining UBS, Meryll was a Vice President of Investments with J.P. Morgan in Boca Raton, Florida. She was also a regional manager at J.P. Morgan before deciding to focus exclusively on the needs of our clients.

Meryll has a Bachelor of Science in Business Administration from Boston University. In addition to the CFP®, she holds the following designations: Chartered Family Office Specialist, Accredited Asset Management Specialist and Chartered Retirement Planning Counselor . Meryll is FINRA-registered and holds the Series 7 and 66 securities licenses as well as the 2-15 insurance license.

She volunteers her time with the Junior League of Boca Raton, Best Foot Forward and as a teaching volunteer with Junior Achievement empowering young children and people to own their economic success. Meryll currently resides in Parkland, FL with her high school sweetheart and husband, Ethan and their three daughters.

Jason brings over 15 years of experience in the Wealth Management industry, making him a valued member of the Boca Raton Wealth Consulting Group. Prior to UBS, Jason served as Vice President at JP Morgan Chase in Parkland, Florida, where he specialized in Private Client Banking.

 As a Senior Wealth Strategy Associate, Jason plays a key role in supporting client relationship-building while delivering exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. 

He works closely with his team to assist financial advisors in understanding clients’ goals, delivering strategic insights, and facilitating meaningful conversations. Jason is a FINRA-registered representative and holds Series 7, 66 securities licenses, and the 2-15 insurance license.

Originally from New York, Jason relocated to South Florida in 2011. Outside of his professional work, Jason is the co-founder of a non-profit youth travel baseball organization in Coral Springs in which he assists with helping young athletes develop both on and off the field. Jason resides in Coral Springs with his wife, Nelly, and their two children, Jack, and Emma. When not on the baseball field with his son, Jason enjoys traveling, spending time with family and friends and music production.  

Marisa brings over 16 years of wealth management experience to her role. Before joining UBS, she served as a Private Banker at Wells Fargo and J.P. Morgan Chase. Marisa's diverse skill set is complemented by her completion of the Certified Financial Planner Professional Certificate Program. She is FINRA-registered and holds Series 7, 63, 65 securities, and 2-14 Life & Variable Annuity licenses.

As a Senior Client Service Associate, Marisa collaborates with her team to deliver an exceptional client experience, leveraging her meticulous attention to detail and customer-focused communication skills.

Residing in Deerfield Beach with her daughter, Logan, Marisa's life outside of work is filled with her daughter's extracurricular activities. She is actively involved in her community, mentoring and coordinating youth group activities. Marisa and Logan share a passion for traveling and seeking new adventures together.

As a Client Service Associate, Michaella delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients’ expectations. She works closely with the team to respond to client service requests swiftly and accurately.

Michaella is a graduate of West Virginia University where she completed her Bachelor of Science and Masters of Science in Finance. She worked as an Analyst and Assistant Controller in the elite Go! Graduate Program at Essity and was promoted to a Controller at the conclusion of the program. Given her analytic background and work-ethic, Michaella is a remarkable addition to the Boca Raton Wealth Consulting Group.

Originally from New Jersey, Michaella relocated to Florida in 2025. She enjoys exercising, traveling, spending time with her friends and family and volunteering for local charitable organizations.