Phoenix, AZ East Camelback Road Office

Merica Chmait is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 24 years of industry experience. She has worked at UBS since 2021 and previously spent 12 years at Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Patricia Smith is a financial advisor at UBS Financial Services with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS for 20 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations in delivering its advisory work.

Richard Schneider is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006. Outside of his advisory role, he serves as co-executor for the estate of Alexander Dube, overseeing asset liquidation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 strategies to client goals.

Scott Macdonald is a Series 66-licensed financial advisor with UBS Financial Services in Phoenix, AZ, where he has worked for 15 years. He has 18 years of industry experience. Macdonald serves on the boards of The V Foundation for Cancer Research and Catholic Charities, contributing to fundraising efforts for cancer research and community aid. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Nikos Dalton is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and Ivancich & Costis LLC. 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 financial plans aligned with clients’ goals and risk tolerances.

Elizabeth French is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor advice and offers fiduciary financial planning services.

Edward Pustelak Jr. is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

James Boullion is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS Financial Services since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and capital market assumptions.

Angela Howard is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad platform of capital markets services.

Julian Sanchez is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies for clients.

Andrew Ruboyianes is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the advisory board for Dave Ramsey’s lead referral program and holds board and leadership positions with AHEPA, an organization focused on promoting Greek culture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Catherine Lapadula is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2010 and is a partner in a private real estate holding company established as an opportunity vehicle. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning and portfolio management.

Kirk Johnson is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2014. Based in Phoenix, AZ, his career has focused on delivering investment advisory and brokerage services. UBS Financial Services serves individual, corporate, and institutional clients with a range of offerings, including fee-based 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 investment plans.

Callie Jones is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel for five years. Prior to her advisory career, she had roles at Maricopa County Community College, Arizona State University, and Santa Clara University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client advising.

Kathleen Saba is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Principal Life Insurance Company, The Vanguard Group, and Fundbox, among others. Saba has also provided one-on-one investment advice to retirement plan participants as part of her role with Principal Advised Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending programs.