Your future. Your legacy.

How can we help bring your vision to life?

Family photos on shelf

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.

Three generations on beach

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

    Edgar N. Marita

    Executive Director

    Branch Manager

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    • 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

        Carrie Scaletta

        Associate Director

        Admin Manager

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        • CA

              50 West San Fernando Street
              8th Floor
              San Jose, CA 95113
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              Adam Tait

              Wealth Planning Associate

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              • 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

                  Retirement planning

                  Multigenerational 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

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Global leader

                  UBS is a world-leading wealth manager


                  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