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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:

AZ, CA, CO, FL, GA, HI, IL, KY, MA, MD, NC, NJ, NM, NY, TX, UT, VA