We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*
* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.
Greg Grajek, CWS, CRPC®
Greg began his career in one of the equity market’s most tumultuous months on record—and over the past 33 years he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2008 after 26 years as Senior Vice President, Investments with Morgan Stanley.
With his clients, Greg emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps them with education funding, structures for charitable giving, and estate planning. Greg has provided corporate executives, business owners and other professionals and their families with wealth management solutions with an emphasis on comprehensive estate and retirement planning since 1983.
A lifetime student of the investment markets, Greg has earned the designation of Certified Wealth Strategist, CRPC certification and has completed an advanced financial planning curriculum with the Wharton School of Business at the University of Pennsylvania. Greg received his bachelor’s degree in business from Michigan State University. Greg has been a member of the Rancho Santa Fe Rotary Club since 1987 and is the current club president.
AK, AZ, CA, CO, FL, ID, IL, IN, KS, MA, ME, MI, MN, NE, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI
Juleane E. Spittler, CFP®
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Juleane offers over 13 years of experience in the financial industry, of which she has spent 9 years with UBS as a Financial Advisor. She was mentored and spent 5 years under the guidance of Dan Spittler, a 35 year veteran of the financial industry and former UBS Branch Manager. Juleane earned her CFP in 2008, and enjoys helping clients with their financial and retirement plans.
Juleane earned her BA degree from UC Santa Barbara, achieving a double major in Business Economics and Communication. She completed her Masters in Tax & Financial Planning through San Diego State University in 2013. She and her husband Keith currently reside in Del Sur, and enjoy playing soccer, boating and hiking in their free time.
AK, AZ, CA, CO, FL, ID, IL, IN, MA, ME, MI, MN, NE, NH, NV, NY, OR, SC, TN, TX, UT, VA, WA, WI
Melissa A. Grajek
Client Service Associate
Melissa began with UBS in 2014 as an intern, and became a full-time in 2016, taking Rita's position as a Client Service Associate. She graduated from Louisiana Tech University with a degree in Journalism and a background in Accounting. Since 2000, under the guidance and mentorship of her father, Greg Grajek, Melissa continues the family name in providing positive client care and customer service. She also manages the Excel Wealth Management team's social media pages and community events. In her personal time, Melissa enjoys volunteering with nonprofits and traveling with her family to places like Utah and Costa Rica.