A plan for today, tomorrow and generations to come

Two people beach cleanup

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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.

  • Meredith Westerman Profile Photo

    Meredith Westerman

    Executive Director

    Market Director

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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

    Meredith is the Branch Manager for our San Mateo and Palo Alto offices. She works with advisors and clients with the primary purpose to create a greater awareness of the best products, services and resources available to them through UBS.

    She has been with the firm since 2011 and started her career in our Home Office where she has spent time working in sales, strategy and our technology departments. Her extensive knowledge of our firm and the resources available makes her a key partner to our business.

    Meredith has a B.S. in Business Administration and Sport Management from Ohio Dominican University in Columbus, OH. Current licenses include the series 7, 9, 10 and 66.

    She currently resides in Belmont and her interests outside of work include being outdoors, cooking and spending time with her dog Moe.

      • Ohio Dominican University in Columbus, OH, B.S. in Business Administration and Sport Management
      • Certified Exit Planning Advisor
      555 California Street
      32nd/ 34th /46th Floor
      San Francisco, CA 94104
      Meredith Westerman
      555 California Street,San Francisco,CA,94104
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      Carrie Scaletta


      Admin Manager

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      • CA

            355 Santana Row
            Suite 2050
            San Jose, CA 95128
            Carrie Scaletta
            355 Santana Row,San Jose,CA,95128
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            Timothy White

            Associate Director

            Supervisory Officer

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            • CA

                  400 South El Camino Real
                  Suite 900
                  San Mateo, CA 94402
                  Timothy White
                  400 South El Camino Real,San Mateo,CA,94402

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                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager