Understanding

Comes from experience

Meredith Westerman

Executive Director

Market Director

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.

Registered States:
  • 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

Education

  • Ohio Dominican University in Columbus, OH, B.S. in Business Administration and Sport Management

Credentials

  • Certified Exit Planning Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

meredith.westerman@ubs.com
Meredith Westerman
555 California Street,San Francisco,CA,94104

Carrie Scaletta

Director

Admin Manager

Registered States:
  • 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
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

carrie.scaletta@ubs.com
Carrie Scaletta
355 Santana Row,San Jose,CA,95128

Philip Topacio

Director

Market Administrative Officer

Registered States:
  • 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
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

philip.topacio@ubs.com
Philip Topacio
555 California Street,San Francisco,CA,94104

Sanam Baiani

Branch Office Administrator

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

Email Me

sanam.baiani@ubs.com
Sanam Baiani
400 South El Camino Real,San Mateo,CA,94402

Arnoldo Santiago

Senior Vice President–Wealth Management

Associate Market Executive

Registered States:
  • CA
  • CT
  • DC
  • FL
  • ID
  • IN
  • MA
  • MD
  • NC
  • NV
  • OR
  • PR
  • TX
  • WA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

arnoldo.santiago@ubs.com
Arnoldo Santiago
555 California Street,San Francisco,CA,94104

Warren Cheung

Director

Supervisory Officer

Registered States:
  • 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
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

warren.cheung@ubs.com
Warren Cheung
1255 Treat Blvd,Walnut Creek,CA,94597

Beatriz Cardona-Adams

Director

Supervisory Officer

Registered States:
  • CA
  • FL
Home Worker FL
Home Worker FL, FL 000

Email Me

beatriz.cardona@ubs.com
Beatriz Cardona-Adams
Home Worker FL,Home Worker FL,FL,000