$3.9 trillion
In invested assets globally
As of 12/31/2022
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Vice President–Wealth Management
Financial Advisor
Alex joined the UBS Private Wealth Management team in 2014. With a focus in comprehensive financial planning, Alex helps families and individuals determine their financial goals and develop strategies to achieve them. He is also responsible for client relationship management, business development, and executing the team’s investment management strategies.
Alex graduated from the University of Central Florida in Orlando, Florida where he received a bachelor’s degree in advertising and public relations. He lives in Fort Lauderdale, Florida.
Education
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
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UBS is a world-leading wealth manager