Melinda has been a Senior Registered Client Service Associate with UBS Financial Services for over 10 years and has 30 years of financial industry experience. She has a thorough knowledge of  UBS's services and products.  She supports and grow the assets under management of high-net worth individuals.  She provides excellent client service and attention to detail is evident from her past experiences and ability to effectively resolve client problems.  She works closely with clients with personal care and concierge service to help them achieve their goals.  She is responsible for advertising, event planning, educational seminars and marketing for the team. Melinda  has earned her Series 7, 66, and 31 securities licenses.  She lives in Rutherford, NJ with her husband,  Brian.

Registered States:
AZ, CA, CT, DC, DE, FL, GA, IA, LA, MA, MI, NC, NJ, NY, OK, PA, PR, SC, TN, TX, VA, WI, WY

Lily Martinez is a Senior Client Service Associate and manages all operational matters. She is a dedicated relationship builder and is committed to creating exceptional experiences for each client. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to Warren's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Registered Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara.

Registered States:
NJ