Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Daniel R. Merians
Daniel (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 May 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.
AZ, CA, CO, FL, GA, HI, IL, KY, MA, MD, NC, NJ, NM, NY, TX, UT, VA
Susan S. Vrabel
Senior Client Service Associate
Susan Vrabel is a Senior Registered Client Service Associate at UBS Financial Services, Inc. Susan has been in the financial services industry and licensed for over 30 years. She has worked for Prudential Bache, Merrill Lynch and joined Smith Barney CitiGroup, now Morgan Stanley in 1994. She has experience working with many investment products and enjoys building long-term client relationships. Susan attended the University of Michigan where she studied business and computer technology. She moved to Santa Fe in 1989 and enjoys cooking, painting, fishing and golf.
AZ, CA, CO, FL, GA, HI, KY, MA, NC, NJ, NM, NY, TX, UT