As a Private Wealth Advisor, Meryl enjoys bringing over twenty five years of unique experience in both the forprofit and non-profit worlds to help serial entrepreneurs, business owners and their families make informed decisions so they can leverage the value of their largest and most important asset – their business – to create a legacy for the people and causes they care most about. She focuses on combining business transition advice with impactful personal planning conversations to help her clients successfully navigate the business, financial and personal issues they face during important transition points in their lives.

Meryl began her career in the Institutional Sales Group at Merrill Lynch in New York and then worked in both the Emerging Markets and Global Equity Derivatives Groups where she and her team focused on building the Latin American equity derivatives business for the firm. After moving back to her hometown of Miami, she worked in the non-profit sector for nearly four years building a scholarship fund for a local organization. Having been motivated by the personal, goal-oriented discussion she had with
families of significant means, she returned to the financial services industry in 2008 and joined the Private Wealth Management division of Credit Suisse where she built a practice focused on helping business owners grow, preserve and share their wealth. In December 2015, when Credit Suisse decided to exit the US wealth management business, she joined UBS Private Wealth Management in Coral Gables, FL. Meryl is a Certified Exit Planning Advisor (CEPA®) providing unique advice to her entrepreneurial clients and their families.

Meryl received her B.A. in Economics and Middle Eastern Studies from the University of Pennsylvania and her M.B.A. with a concentration in Finance and Marketing from Columbia Business School. Meryl has been involved in community organizations including The Commonwealth Institute, Alexander Muss High School in Israel, Hillel at Florida International University, Friends of the IDF and IMPACT 100.

Speaking Engagements

Speaking Engagements

Planning Towards a Smooth Transition, Taylor Business Group, January 2022

Women, Wisdom & Wealth: Bringing More Women to the Financial Table, UBS client seminar in partnership with Morgan Horton Law, December 2021

Rebuild to Sell – How to Exit Your Business in the New Normal, Daszkal Bolton, September 2020

Unlock The Secret Formula For Business Transition Success, Greater Kendall Business Association, July 2020 and Doral Bar Association, May 2020

Save a Latte: Women of the NFL Workshop about Liquidity, Longevity and Legacy planning for NFL players and their families, NFL Thread Super Bowl LIV Power Lunch, January 2020

Are You and Your Business Transition Ready? The Business Forum Group at Doral, November 2019

Own Your Worth: A Conversation about Women, Wisdom and Wealth, UBS Client Forum, October 2018, Café Boulud, Palm Beach and De la Cruz Collection, Miami

Women & Wealth: How Women are Changing the Financial World, UBS Best of the Best Financial Advisor Meeting, West Palm Beach, June 2018 and UBS Top Producers Meeting, Nashville, July 2018

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Registered States:
AK, CA, CO, FL, HI, IL, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, UT, WY

Alax has over twenty five years of experience in the financial services industry advising corporate executives and entrepreneurs. From 1991 to 1999, Alax was a municipal investment banker with Bear Stearns covering the southeast region. During that time, he worked on over $5 billion of transactions, including work for Huizenga holdings when they purchased the Miami Dolphins and restructured the debt on the football stadium. He also worked on several other stadium and arena deals for the Miami Heat, Florida Panthers and Tampa Bay Buccaneers. Alax joined the Private Wealth Management division of Credit Suisse in 2000, choosing to focus his advisory practice on helping entrepreneurs and their families navigate the complexities of managing personal wealth before and after the sale of their business. He remained with Credit Suisse until the firm exited the US wealth management business at the end of 2015 when he joined UBS Private Wealth Management. Alax and Meryl have been partners since 2008.

Alax received his B.A. in business from the University of Denver, where he was fortunate to also play ice hockey and tennis, and his M.B.A. from the University of Florida.

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Registered States:
AK, CA, CO, FL, HI, IL, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, UT, WY

Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, Jeannette was with Credit Suisse for seven years in both the Miami and Los Angeles offices and with Goldman Sachs for five years. While at Goldman Sachs, she supported a ten- person team managing over $6 billion in assets for ultra-high net worth families, foundations and endowments. Prior to entering the private wealth management side of the business, she was an Investor Relations Associate for a New York-based hedge fund. Jeannette started her career at Credit Suisse Asset Management as a Trading Assistant. Jeannette has been working with Meryl and Alax since 2012 and manages all aspects of account opening and transfers, incoming and outgoing disbursements, implementation of asset allocations, trading and day-to-day client requests. She also devotes time to engaging next generation family members with wealth education and planning strategies.

Jeannette received her B.A. in international affairs from Florida State University.

Registered States:
AK, CA, CO, FL, IL, MA, MI, NC, NJ, NV, NY, OH, OR, PA, SC, SD, UT, WY

Gaby joined UBS and the team in June 2018 and adds a unique value with her marketing background. Previously, she was at Wells Fargo for seven years holding various roles in commercial insurance, wealth management and communications. In her last role, she supported the top chief administrative officers of finance and communications where she gained significant experience in communications at a corporate level. Gaby works closely with her team to develop new business and marketing strategies to engage clients and prospects. She also assists in account opening, maintenance and client requests.

Gaby holds a B.A. in business administration with a focus in Marketing from the Florida International University.

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Registered States:
FL