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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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.
$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
