Knowledge Powered by experience
Dan Merians is a Senior Vice President - Wealth Management at UBS Financial Services, Inc. A Financial Advisor since 1997, Dan's primary focus is portfolio management and financial planning. He has a BA from Stanford University as well as an MBA and a Masters of Public Health from the University of California, Berkeley. Dan moved to New Mexico in 1991 to conduct medical research as an Epidemiologist with the New Mexico Department of Health. In 1997, he returned to the private sector as a Financial Advisor with Merrill Lynch in Santa Fe. In 2003, Dan joined Smith Barney CitiGroup which was purchased by Morgan Stanley in 2009 where he was a Senior Vice President and Portfolio Management Director until he moved to UBS in June 2015. Dan enjoys the great outdoors and traveling with Elizabeth, his wife, and their three sons. Dan is also an avid tennis player and wine collector.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management, Senior Portfolio Manager |
Santa Fe, NM |
June 2015 - Present |
Morgan Stanley |
Senior Vice President and Portfolio Management Director |
Santa Fe, NM |
September 2009 - May 2015 |
Smith Barney |
Senior Vice President and Portfolio Management Director |
Santa Fe, NM |
January 2003 - September 2009 |
Merrill Lynch |
Financial Advisor |
Santa Fe, NM |
September 1997 - January 2003 |
New Mexico Department of Health |
Epidemiologist |
Santa Fe, NM |
August 1991 - August 1997 |
Registered States:
AR, AZ, CA, CO, FL, GA, HI, IA, IN, KY, MA, MD, MI, MT, NC, NJ, NM, NY, OR, TX, UT, VA