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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                Mountain climbers on peak at sunrise

                A leading global wealth manager

                Texas

                Texas flood relief

                Support and resources

                Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                A leader in wealth management

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                $6 trn

                UBS Group invested assets
                As of 12/31/2024

                51 countries

                Our global footprint

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                UBS is a leading and truly global wealth manager

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