Meredith Westerman - UBS Financial Services Inc. is a leading wealth management firm based in San Francisco, CA. With a focus on liquidity management and a global footprint spanning 51 countries, UBS offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. With over $3.9 trillion in invested assets globally, UBS is known for its strength and resilience in guiding clients through various financial challenges and market opportunities.
As an executive director and market director, Meredith Westerman works closely with clients to understand their priorities and concerns, helping them confidently pursue their life goals. With a commitment to listening and a vision for the future, Meredith and the UBS team provide personalized financial solutions and guidance to clients in San Francisco and beyond.
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