Keep on track with the right financial advice

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.

Road

Alexandre M Santos, CFP®, CEPA

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.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • B.B.A. in Finance, University of Miami in Coral Gables, Florida

Credentials

  • Portfolio Manager
  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 416-6907

Email Me

The Year Ahead - Sustainable Investing

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.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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