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MEMBER PROFILE

 

Steven Meyers

UBS Financial Services

 

Member profile details

Membership level
Tri-State Sponsor
First name
Steven
Second name/initial
B.
Last name
Meyers
Title
Senior Vice President - Investments
Company
UBS Financial Services
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • Long Island News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Puurchase
State
New York
 

PROFILE INFORMATION

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.
Why I/we support 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
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Change Management
  • Charitable giving
  • Corporate finance
  • Debt
  • Diversity/Equity/Inclusion
  • Employee benefits
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Lending
  • Mergers
  • Philanthropy
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
  • Venture capital
Client Industry(ies)
  • 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
Professional Certification(s)
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.
In Business Since
1992
How to contact
Email: Steven.B.Meyers@UBS.Com Work Phone 914-287-4702
Business Focus
Business Owners, Real Estate Investors, Entrepreneurs. C-Suite Executives
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