Steven Meyers
UBS Financial Services
Puurchase,
New York
About
Company name
UBS Financial Services
Business title
Senior Vice President - Investments
Contact
How to contact
Email: Steven.B.Meyers@UBS.Com Work Phone 914-287-4702
Professional Profile
Call Me When
You are feeling "advice deficient" as your current advisors are not either willing to listen and ask the right questions or are not experienced enough to understand the unique needs of the entrepreneur for a sophisticated and intelligent direction.
Professions
Wealth Manager
Functional Expertise
Capital markets
Cash flow enhancements
Cash management
Change Management
Charitable giving
Corporate finance
Debt
Employee benefits
ESOPs
Estate planning
Family business
Finance
Financial Modelling
Lending
Mergers
Philanthropy
Private equity
Private placements
Real estate
Retirement
Risk management
Strategic planning
Trusts
Venture capital
Exit/Transition Planning
Diversity/Equity/Inclusion
Business Focus
Business Owners, Real Estate Investors, Entrepreneurs. C-Suite Executives
Professional Certification
Corporate Stock Benefit Consultant, Series 7, Series 65, Insurance Licensed
Transition Planning Certification or Methodology
As a Corporate Stock Benefit Consultant, I have have worked hand-in-hand with my team at UBS, along with my clients Accountants/Attorneys to help offer a more sophisticated/intelligent solution.
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Tri-State Sponsor
Member since
Member for 10 months
Why I'm a Member of XPX
In my experience business owners/C-Suite executives become successful by focusing on their business. But their advisors tend to focus on asset allocation and not the essential parts of the planning. This platform enables professionals to collaborate
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