Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Antonio Correa Ruiz Velasco

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • TX

          1700 South 10th Street
          Suite 200
          Mcallen, TX 78503
          a.correa@ubs.com
          Antonio Correa Ruiz Velasco
          1700 South 10th Street,Mcallen,TX,78503
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          Lilybeth Del Carmen Barrera

          Client Associate

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                  1700 South 10th Street
                  Suite 200
                  Mcallen, TX 78503
                  lilybeth.barrera@ubs.com
                  Lilybeth Del Carmen Barrera
                  1700 South 10th Street,Mcallen,TX,78503
                Three generations in apple orchard

                Turn possibilities into a plan

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                A leading global wealth manager

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                ElectionWatch 2024

                24 questions for the '24 US election

                Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                Download the report

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                As of 06/30/2024

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