Ron Meraz serves as the Regional Director in Wealth on the West Coast, bringing over 30 years of elite wealth management and executive leadership experience to the role.

Previously, Ron was the Senior Managing Director and Market Executive for Merrill Lynch’s Palo Alto Market in Silicon Valley, focusing on advisor development and business growth. Before that, he spent several years in senior leadership at UBS Financial Services, notably as the Regional Director of the Southwest Region, where he oversaw 33 branches, approximately 825 Financial Advisors, and $100 billion in wealth management assets. He also served as the Managing Director for the Los Angeles
Market Area, managing $36.4 billion in client assets across seven branches, and as the Complex Director of Orange County, where his leadership earned him the Edward J. Connelly Leadership Award (2013) and Complex Director of the Year (2014).

Earlier in his tenure at Merrill Lynch, Ron held several pioneering roles, including Head of the Office of Diversity for Global Wealth Management, where he aligned diversity initiatives with GWM’s core business objectives. He also served as Head of the New York International Region, overseeing advisors across New York, California, and Israel, and managed the Pasadena and Newport Beach complexes, earning “Complex of the Year” honors at both. Ron began his career as a Merrill Lynch trainee in 1991, building a
successful practice serving the Hispanic community in California.

Deeply committed to community service, Ron has served on the Board of Governors for Chapman University and the boards of the Los Angeles and Orange County United Way, Girls Inc., and the Hispanic Education Endowment Fund. For the past 20 years, he has also served as a speaker and advisor to the National Hispanic Congressional Caucus on financial literacy. A native of the Coachella Valley, Ron earned his B.S. in Business Administration from the University of California. He and his wife, Denise, have four children and reside in Pasadena, California.