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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    Antonio Correa

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • TX

    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.

          1700 South 10th Street
          Suite 200
          Mcallen, TX 78503
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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

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      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 ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

                      Insights