The Mesoamérica Team
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Experience

Makes all the difference

Stephanie Ascoli

Senior Vice President–Wealth Management

Financial Advisor

Stephanie Ascoli

Education

  • University of Miami, MBA
  • Baylor Univeristy, Bachelor in Business Administration

Stephanie Ascoli

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Legacy planning
Estate planning strategies
Business succession
Women investors
Business owners
Family Offices

Stephanie Ascoli

550 Biltmore Way
Coral Gables, FL 33134

Email Me

Stephanie Ascoli

Senior Vice President–Wealth Management

Financial Advisor

Education

  • University of Miami, MBA
  • Baylor Univeristy, Bachelor in Business Administration

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Legacy planning
Estate planning strategies
Business succession
Women investors
Business owners
Family Offices
550 Biltmore Way
Coral Gables, FL 33134

Email Me

stephanie.ascoli@ubs.com
Stephanie Ascoli
550 Biltmore Way,Coral Gables,FL,33134

Jason Tabares

Senior Vice President–Wealth Management

Financial Advisor

Jason Tabares

Education

  • Suffolk Univeristy, Bachelor of Science in Business Administration

Credentials

  • Certified Investment Management Analyst®

Jason Tabares

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Investing
Custom portfolios
Asset allocation
Alternative investments
Structured products
Family Offices

Jason Tabares

550 Biltmore Way
Coral Gables, FL 33134

Email Me

Jason Tabares

Senior Vice President–Wealth Management

Financial Advisor

Education

  • Suffolk Univeristy, Bachelor of Science in Business Administration

Credentials

  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Investing
Custom portfolios
Asset allocation
Alternative investments
Structured products
Family Offices
550 Biltmore Way
Coral Gables, FL 33134

Email Me

jason.tabares@ubs.com
Jason Tabares
550 Biltmore Way,Coral Gables,FL,33134

Isabel Duchemin

Senior Wealth Strategy Associate

Isabel Duchemin

Education

  • University of Miami, MBA
  • University of Miami, Bachelor in Business Administration

Isabel Duchemin

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Cash management
Financial planning
Education planning
Multi-generational families

Isabel Duchemin

550 Biltmore Way
Coral Gables, FL 33134

Email Me

Isabel Duchemin

Senior Wealth Strategy Associate

Education

  • University of Miami, MBA
  • University of Miami, Bachelor in Business Administration

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Cash management
Financial planning
Education planning
Multi-generational families
550 Biltmore Way
Coral Gables, FL 33134

Email Me

isabel.duchemin@ubs.com
Isabel Duchemin
550 Biltmore Way,Coral Gables,FL,33134

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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