Insight-based advice

Aerial view of buildings

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.

Mountaintop observatory

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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      Asesor financiero con 20 años de experiencia en la banca de inversiones en México  y 12 años en los Estados Unidos. Con su amplia experiencia en el ramo, brinda asesoria financiera a clientes conforme a los objetivos y necesidades de cada uno.

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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
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                  Lilybeth Del Carmen Barrera

                  Client Associate

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                          1700 South 10th Street
                          Suite 200
                          Mcallen, TX 78503

                        Focus on liquidity management

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                        UBS and Credit Suisse—stronger than ever

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager