Keith Fallis is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill Lynch since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Mariana Zanin Ferreira Zuanetti is a financial advisor with UBS Financial Services in Santa Fe, NM. She holds the Series 66 designation and has seven years of experience at UBS, along with prior roles at Sherwin-Williams and Sedgwick Claims Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Daniel Merians is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and 28 years of industry experience. He has worked with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kelly Barrows is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, Kelly held various roles including positions at Liberty Tax and outdoor recreation organizations. Outside of advisory work, Kelly has been involved with Barrows Investment Properties and Great American Eclipse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of differentiated services including futures commission merchant operations and affiliated banking programs.

Morgan Hees is a financial advisor with UBS Financial Services in Santa Fe, NM, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Jordan Silverman is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.