Lasting relationships

Understanding what matters most to you

Pillar rock

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


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.

  • Michael-Meyer

    Michael Meyer

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • KS
    • MA
    • MI
    • MN
    • MT
    • NM
    • NV
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    With more than 20 years of industry experience, Michael has built a reputation as a trusted advisor and leader.  Prior to joining UBS in 2009, he began his career at Smith Barney monitoring internal branch operations activities and then transitioned to building a career in financial planning.  Impressively, he entered college early at 16 years old, and then at 18 was accepted into the Smith Barney Financial Advisor Training Program, making him the youngest person accepted up to that point.  Michael earned the UBS IMCA Wealth Advisor designation awarded by the Investment Management Consultants Association (IMCA®). 

    Michael resides in South Ogden with his wife, Amber, and their three sons. They are very social and enjoy spending time with their friends and family.  Michael embraces the “work hard, play harder” philosophy, and his favorite pastimes include golfing, swimming, skiing and traveling.   He also understands the importance of improving his local community and currently serves the Intermountain Hospital McKay Dee Foundation as a Board Member and as a Co-Chair of Community and Business Development as well as Chair of the Shadow Valley Elementary School community council.

        • Wealth Advisor
        95 State Street
        Suite 2210
        Salt Lake City, UT 84111

      US banking sector update: Where we are now

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      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

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      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager