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.

  • image

    Antonio Correa Ruiz Velasco

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • 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
        • image

          Lilybeth Del Carmen Barrera

          Client Associate

          • image
          • image

                  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

                House View Monthly

                Mountain climbers on peak at sunrise

                A leading global wealth manager

                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

                Insights