Understanding Comes from experience

UBS' Palo Alto branch is a boutique office in the heart of Silicon Valley. Centrally located on Page Mill Road, adjacent to Stanford University, our branch reflects our community: sophisticated, well-educated, and attuned to the specific needs of technology executives and long-time local residents and homeowners. We bring the expertise and reach of the largest manager of high net worth individuals' assets in the world to our community, which is at the forefront of global innovation and change.

Meredith Deeann Westerman

Certified Exit Planning Advisor (CEPA®)
650-496-7413

email



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 Redwood City and her interests outside of work include being outdoors, cooking and spending time with her dog Moe.


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