Your future. Your legacy.

How can we help bring your vision to life?

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

We're ready to listen.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Edgar N. Marita

Executive Director

Branch Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
At UBS, we offer our clients access to some of the world’s most powerful financial resources. We are able to bring the most important resources to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management to gain context and a better understanding of your entire financial picture.

Edgar is the Branch Manager of the UBS Menlo Park, CA branch. Edgar partners with his Advisor teams to execute on our purpose – to help our clients improve their lives and create legacies that matter. He drives client satisfaction by connecting wealth management professionals and their clients to the firm’s unparalleled resources, services and insights.

Prior to his current role, Edgar was the Assistant Market Head of the UBS Central New England New State Market, where in partnership with the Market Head, he navigated the firm's resources to access all of the firm's wealth management capabilities and solutions, enabling Financial Advisors to best serve their clients' needs. From 2014 to 2017, Edgar served as the Northeast Divisional Business Strategist where he collaborated with Field Leaders and Financial Advisors to identify operational efficiencies and leverages firm and external resources to drive business development and growth. Joining UBS in 2010, his first role was with the Equity Plan Advisory Services team where he educated senior executives from various corporations on their Corporate Stock Option Plans. In 2011, Edgar joined the Business Acquisition and Integration team, where he assisted UBS Branch Managers and Complex Directors with Financial Advisor recruitment through due diligence and deal structuring.

Edgar graduated from New Jersey City University with a degree in Finance. Edgar is passionate about mentoring and paying it forward to others.
- New Jersey City University, Finance
64 Willow Place
Suite 200
Menlo Park, CA 94025
Carrie Scaletta

Associate Director

Admin Manager
View bio
- CA
50 West San Fernando Street
8th Floor
San Jose, CA 95113
Adam Tait

Wealth Planning Associate
View bio
- CA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Edgar N. Marita

Executive Director

Branch Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
At UBS, we offer our clients access to some of the world’s most powerful financial resources. We are able to bring the most important resources to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management to gain context and a better understanding of your entire financial picture.

Edgar is the Branch Manager of the UBS Menlo Park, CA branch. Edgar partners with his Advisor teams to execute on our purpose – to help our clients improve their lives and create legacies that matter. He drives client satisfaction by connecting wealth management professionals and their clients to the firm’s unparalleled resources, services and insights.

Prior to his current role, Edgar was the Assistant Market Head of the UBS Central New England New State Market, where in partnership with the Market Head, he navigated the firm's resources to access all of the firm's wealth management capabilities and solutions, enabling Financial Advisors to best serve their clients' needs. From 2014 to 2017, Edgar served as the Northeast Divisional Business Strategist where he collaborated with Field Leaders and Financial Advisors to identify operational efficiencies and leverages firm and external resources to drive business development and growth. Joining UBS in 2010, his first role was with the Equity Plan Advisory Services team where he educated senior executives from various corporations on their Corporate Stock Option Plans. In 2011, Edgar joined the Business Acquisition and Integration team, where he assisted UBS Branch Managers and Complex Directors with Financial Advisor recruitment through due diligence and deal structuring.

Edgar graduated from New Jersey City University with a degree in Finance. Edgar is passionate about mentoring and paying it forward to others.
- New Jersey City University, Finance
64 Willow Place
Suite 200
Menlo Park, CA 94025
Carrie Scaletta

Associate Director

Admin Manager
View bio
- CA
50 West San Fernando Street
8th Floor
San Jose, CA 95113
Adam Tait

Wealth Planning Associate
View bio
- CA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement planning

Multigenerational planning

Sustainable investing

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Best

Private Bank for Sustainable Investing

PWM/The Banker Global Private Banking Awards, 2018-2020

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

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Your future. Your legacy.

Pursuing your goals together

Edgar N. Marita

Carrie Scaletta

Adam Tait