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.
Education
Credentials
Let's connect
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.
Education
Credentials
Let's connect
Director
Admin Manager
Director
Admin Manager
Director
Market Administrative Officer
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Director
Market Administrative Officer
Let's connect
Branch Office Administrator
Branch Office Administrator
Senior Vice President–Wealth Management
Associate Market Executive
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Senior Vice President–Wealth Management
Associate Market Executive
Let's connect
Director
Supervisory Officer
Director
Supervisory Officer
Director
Supervisory Officer
Director
Supervisory Officer
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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