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
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      Carrie Scaletta

      Director

      Admin Manager

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      • CA

            355 Santana Row
            Suite 2050
            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

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                UBS and Credit Suisse—stronger than ever

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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