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$6 trn
UBS Group invested assets
As of 12/31/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
Alex began his financial services career in 1999 with Campbell Williams Inc., a boutique advisory firm in Miami, FL. A seasoned professional, he draws upon 20+ years of experience helping professional athletes, institutional retirement plans, corporate executives and high net worth investors.
Capabilities to impact your life and wealth
Alex joined UBS Financial Services in 2015, striving to help clients clearly define investment objectives and implement appropriate solutions by remaining informative, accessible, independent and transparent in each interaction. Alex embraces a planning-based approach that begins with the creation and continual monitoring of a financial plan that serves as a road map for each and every client relationship.
My professional achievements and education
- Alex graduated Cum Laude from the University of Miami in Coral Gables, FL, with a B.B.A. in finance and was an All-American collegiate athlete both academically and athletically. He is also a member of Iron Arrow Honor Society, the highest attainable honor at UM.
- Alex was inducted into the University of Miami Sports Hall of Fame in 2010 and is the winning pitcher of the 1999 University of Miami College World Series National Championship team.
- Eight-year professional career with the Tampa Bay Rays and Oakland Athletics within their minor league organizations.
- Alex is a Certified Financial Planner TM as well as a Certified Exit Planning Analyst while having his Florida health, life and variable annuity licenses.
- Multilingual, fluent in Portuguese and Spanish.
Making a difference in my community
Alex serves on the board of Vita Nova, a non-profit that helps children in foster care transition into adulthood by providing housing and life skills coaching.
Outside the office
Alex lives in Tampa, FL, with his wife, Ana, and their three children, Sol Marina, Kieran Leo, and Thiago Xandre.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Alex began his financial services career in 1999 with Campbell Williams Inc., a boutique advisory firm in Miami, FL. A seasoned professional, he draws upon 20+ years of experience helping professional athletes, institutional retirement plans, corporate executives and high net worth investors.
Capabilities to impact your life and wealth
Alex joined UBS Financial Services in 2015, striving to help clients clearly define investment objectives and implement appropriate solutions by remaining informative, accessible, independent and transparent in each interaction. Alex embraces a planning-based approach that begins with the creation and continual monitoring of a financial plan that serves as a road map for each and every client relationship.
My professional achievements and education
- Alex graduated Cum Laude from the University of Miami in Coral Gables, FL, with a B.B.A. in finance and was an All-American collegiate athlete both academically and athletically. He is also a member of Iron Arrow Honor Society, the highest attainable honor at UM.
- Alex was inducted into the University of Miami Sports Hall of Fame in 2010 and is the winning pitcher of the 1999 University of Miami College World Series National Championship team.
- Eight-year professional career with the Tampa Bay Rays and Oakland Athletics within their minor league organizations.
- Alex is a Certified Financial Planner TM as well as a Certified Exit Planning Analyst while having his Florida health, life and variable annuity licenses.
- Multilingual, fluent in Portuguese and Spanish.
Making a difference in my community
Alex serves on the board of Vita Nova, a non-profit that helps children in foster care transition into adulthood by providing housing and life skills coaching.
Outside the office
Alex lives in Tampa, FL, with his wife, Ana, and their three children, Sol Marina, Kieran Leo, and Thiago Xandre.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
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