Keith Mericka
Keith Mericka is a Managing Director, Senior Portfolio Manager, Private Wealth Advisor, and Family Office Consultant of the ESOP Group at UBS. His team delivers comprehensive technical and investment knowledge through a consultative approach that focuses on liquidity and diversification. Since joining UBS in 1987, Keith has become a member of the UBS Pinnacle Council and the UBS Global Circle of Excellence—UBS's highest recognition for productivity and leadership. Throughout his career, Keith has received numerous recognitions from major industry publications. He also ventures into charitable interests, participating in community and philanthropic activities.
Keith Mericka Professional Experience / Academic History
Professional Experience
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Managing Director, Senior Portfolio Manager, Private Wealth Advisor, Family Office Consultant
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Financial Advisor
Academic History
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Bachelor of Business Administration, Risk Management, Finance, Insurance
- Keith serves on the Board of Directors for the UBS Political Action Committee.
- He's a long-standing member of The ESOP Association
- Series 7, Series 31, Series 63, and Series 65 securities licenses
Awards and Recognitions
- Forbes America's Top 250 Wealth Advisors, 20182020
- Forbes Best-in-State Wealth Advisors, 20182020
- Barron's Top 1,200 Financial Advisors, 20142020
- Barron's Top 1,000 Financial Advisors, 20092013
- Financial Times Top 400 Financial Advisors, 20132018
- REP Magazine's Top 100 Wirehouse Advisors, 2011, 20132016
- UBS Pinnacle Council
- UBS Global Circle of Excellence
Community Involvement
- The ESOP Association
- Trout and Ducks Unlimited
- Wounded Warrior Project
- No Greater Sacrifice
- The Employee Ownership Foundation
- North Point Ministries
- The National Center for Employee Ownership