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Meryl Spigelman of UBS Private Wealth Management is a member of XPX South Florida.

Meryl Spigelman

Sr. VP

UBS Private Wealth Management

Coral Gables, Florida

Professional Profile

Call Me When

Call Me When... You are trying to understand how the proceeds from the sale of your business will support the life you want to live after the sale

Contact Method

Profession

  • Wealth Planner

    • Professional Certifications

    CEPA

    Functional Expertise

  • Cash management
  • Charitable giving
  • Financial Modelling
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
  • Exit/Transition Planning

    • Business Focus

    Exit Planning, Wealth Management

    Transition Planning Certification

    Client Industries

  • Financial Services

    • Client Results

    Membership

    South Florida

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To help business owners leverage their most important asset - their business - to create a legacy for the people and causes they care most about

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