Patrick M. Lizza, CRPC®, CRPS®
Chartered Retirement Planning Counselor (CRPC®)
Chartered Retirement Plans Specialist (CRPS®)
Pat has been associated with the Flanagan Wealth Management Group since 2012, and has recently been named the Branch Manager for UBS in Indian Wells, California. Prior to joining UBS in 2011, Pat spent 17 years in hospitality management specializing in the delivery of a first class client experience. He holds a B.A. in history from the University of California, Berkeley and two designations from the College of Financial Planning: Chartered Retirement Plan Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®). Pat is a past Board member of Sacred Heart School and Xavier College Preparatory High School. He currently serves as a member of the Boys and Girls Club of the Coachella Valley Southwestern Growers Tournament Committee.
AR, AZ, CA, CO, CT, DC, DE, FL, ID, IN, KS, MA, MI, MN, MT, NC, NJ, NM, NV, OR, PA, SC, TX, UT, VA, WA, WI
Jennifer Povlitz, CFA®
Jennifer leads the wealth management client business for UBS Financial Services across Orange County, California, serving UBS’s financial advisor teams and their high net worth clients. Her talent lies in building on people's strengths while connecting meaningful relationships, ideas, and capital.
Previously Jennifer led the Wealth Management business for Merrill Lynch in the San Francisco Bay area, and prior to that led Merrill Lynch's Private Wealth (Private Banking) business in New York City.
Jennifer earned her MBA with Honors from The Wharton School, University of Pennsylvania. She received the 2014 Distinguished Leadership Award at The Wharton School. She has a Bachelor of Science degree in Marketing from the University of Illinois. Jennifer is a member of YPO (Young Presidents Organization) and a Board Member of the Golden West Chapter. She is also a member of the Orange County Influential Women. Jennifer and her husband Rob are blessed with two children, and are active in their faith, family and fitness.
AR, CA, CO, ID, MA, UT
Market Supervisory Officer
Complex Supervisory Officer
Alan has over sixteen years of experience in the financial services industry; He began his career as a New Accounts Specialist with Kirkpatrick, Pettis, in Omaha, NE. He was promoted to the position of Senior Operations Technician, where he was responsible for both trade and options balancing. Alan then joined the Morgan Stanley Dean Witter team as a Registered Sales Assistant before moving to Citi Smith Barney. He was promoted to Complex Risk Officer in 2010 for Morgan Stanley Smith Barney in Denver, CO.
Alan has primarily been responsible for ensuring and supervising compliance with all applicable laws and regulations, assisting Financial Advisors in meeting their risk and compliance needs, and monitoring and managing the overall risk functions for the branch locations.
Alan studied at Bellevue University, where he earned a Bachelor of Science in Business Management. He also spent time in the U.S. Navy.
When Alan is not working he enjoys spending time with his wife and 1 year old son, taking the occasional hike, and watching college football.
CA, CO, CT, FL, HI, ID, MT, ND, NM, SD, UT, WY
Elizabeth M. Metal
Elizabeth Metal is the Market Administrative Officer in the Orange County Market of UBS Financial Services Inc.
In this role, Mrs. Metal is responsible for overseeing the day to day activities of the advisor teams in our six offices that make up the Orange County Market and $150MM in revenue, in addition to supporting the overall growth and footprint that the Orange County Market is responsible for delivering to UBS shareholders and the Orange County Community.
Mrs. Metal joined UBS Financial Services Inc. as a Complex Administrative Manager in October 2009. She held various roles within the firm including Regional Administrative Officer for the Southwest Region and Market Administrative Officer for the Los Angeles Market. Prior to joining UBS, Mrs. Metal spent 10 years with Merrill Lynch in Newport Beach where she started her career in the industry.
Mrs. Metal holds a BS in Business Administration Finance from California State University, Long Beach and an MBA with a concentration in Marketing from the University of Dallas.
As a Southern California native, Mrs. Metal enjoys spending time outside the office with her family, husband Michael and young daughter Kaylin, playing sports, hiking, and relaxing at the beach.