Mellany Bagtas

WORK HISTORY

EDUCATION

ABOUT MELLANY BAGTAS

I help families, founders, executives, and business owners turn complex wealth into clear decisions; before, during, and after liquidity events.With decades of experience advising clients at leading global firms, I work with those navigating the most defining financial moments of their lives: selling a business, managing concentrated stock, receiving a large liquidity event, or passing wealth to the next generation. My focus is on clarity: aligning strategy and purpose so that your wealth works for you, your family, and your legacy.At UBS, my team integrates institutional-level resources with deeply personal advice. I coordinate investment management, lending, tax, estate planning, and philanthropic strategies, bringing all the moving parts together in one plan that makes sense. I am a CERTIFIED FINANCIAL PLANNER® professional and hold the CEPA®, CDFA®, and CRPC® designations, blending advanced planning expertise with a strategic approach. At UBS, my clients access a robust platform delivered through a single, trusted relationship.If you’re preparing for a liquidity event, managing concentrated equity, or seeking a second opinion on your wealth strategy, let’s are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**