Trust. Experience. Confidence.

Private Wealth Management

AMD Wealth Partners Team

Together, We Are AMD Wealth Partners

Our Team Name:

AMD Wealth Partners is a team of seasoned financial professionals with 70 years of combined experience in wealth management, AMD Wealth Partners brings a deeply integrated and client-focused approach to financial advising. Having worked together for many years, our team combines expertise in wealth advisory and investment management to provide tailored strategies for ultra-high-net-worth individuals. At UBS, we leverage our collective strengths to help clients navigate complex financial landscapes, build lasting relationships, and create opportunities for long-term success.

A stands for Ary and Advice versus product-driven. 

M stands for Michael and Methodical approach to all aspects of investing and wealth planning. 

D stands for David and total Devotion and loyalty to our clients. 

 

Our Mission Statement:We strive to thrive as a wealth management team by excelling in four key areas:

Clarity & Focus – Identifying the clients we serve best and dedicating our efforts to maximizing value for them.
Client-Centered Approach – Deeply understanding our clients’ dreams, goals, and concerns to provide tailored solutions.
Market Insight & Integrity – Leveraging our expertise and UBS’s vast resources to deliver thoughtful, ethical, and strategic advice.
Enduring Relationships – Building long-term, mutually successful partnerships founded on trust, loyalty, and unwavering commitment.

Camera lens-POV

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Three generations in apple orchard

Turn possibilities into a plan

Exterior of UBS Building

Investments and finances under one roof

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Father and daughter hiking in fields

Navigating opportunities across your enterprise

  • Ary Velasco

    Ary Velasco

    Managing Director–Wealth Management

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    With nearly four decades of experience, Ary focuses on delivering bespoke banking, lending, investment, insurance, and trust solutions to business owners, investors, and philanthropists across South Florida and beyond. His success stems from an unwavering commitment to providing advice that prioritizes his clients’ unique needs and goals. This client-first approach has earned him lasting trust and loyalty, enabling him to help preserve and grow wealth through various economic and geopolitical cycles and across generations.

    Before joining UBS, Ary held leadership roles at Truist, Northern Trust, Lydian, Sabadell, and Citi. He earned a Bachelor of Science degree in Finance and a Master of Business Administration degree from Florida International University. Ary is also an alumnus of the National Trust School and National Graduate Trust School at Northwestern University in Evanston, IL.

      • Florida International University , Master's of Business Administration
      • Florida International University , Bachelor's of Business Administration
        100 SE 2nd Street
        Suite 2500
        Miami, FL 33131
        ary.velasco@ubs.com
        Ary Velasco
        100 SE 2nd Street,Miami,FL,33131
      • Michael von Borsig

        Michael von Borsig

        Senior Vice President–Wealth Management

        Chartered Financial Analyst®

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        Michael von Borsig is a seasoned financial advisor dedicated to guiding affluent clients through the complexities of wealth management. As an original member of the AMD Wealth Partners Signature Team, he delivers high-touch, customized strategies that span the entire balance sheet—helping clients preserve their hard-earned wealth and build meaningful legacies.

        With nearly two decades in the industry, Michael has advised clients across various industries and life stages, leveraging the global resources of an industry leader to provide sophisticated solutions. His international background has shaped his ability to navigate evolving financial landscapes, and he defines success as bringing clarity and confidence to his clients.

        Michael began his wealth management career in 2005 and has held a

        ,dvisory roles at Citi, Barclays, Stifel, and UBS in New York City, as well as at Union Bancaire Privée in Geneva, Switzerland. He is fluent in Spanish and French and proficient in German. 

        He holds a B.B.A. in Finance from Southern Methodist University’s Cox School of Business and has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Additionally, he holds FINRA Series 7, 66, 57, and 3 licenses. 

        Outside of work, Michael enjoys spending time with his wife and cheering on their two young children at hockey and lacrosse games.

          • Southern Methodist University's Cox School of Business, B.B.A. in Finance
          • Chartered Financial Analyst®
          • Chartered Alternative Investment Analyst®
          100 SE 2nd Street
          Suite 2500
          Miami, FL 33131
          michael.vonborsig@ubs.com
          Michael von Borsig
          100 SE 2nd Street,Miami,FL,33131
        • David Cardenas

          David Cardenas

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CO
          • DE
          • FL
          • GA
          • NC
          • NJ
          • NY
          • PR
          • TX
          • VA
          • WY

          David has extensive experience in the private banking industry and has had the privilege of working with some of the most successful business owners, corporate executives and real estate investors in South Florida. David's commitment to his clients is purpose-driven, having a deep conviction that his role is to serve clients in their aim of creating a meaningful legacy for their family. David's differentiated approach to wealth management can be attributed to his educational background, subject matter research and life experiences in the realm of politics which has given him an interesting perspective and insights into the interplay of government and the markets.

          David received his undergraduate degree from Duke University where he majored in political science and received a Certificate in Latin American Studies. David has a master's degree in international administration from the University of Miami, a program designed to blend international theory with practical application.

          David has worked at several international wealth management firms including HSBC Private Bank, Bank of America Merrill Lynch and Citi Private Bank. David is currently a Young Founder at the Mt. Sinai Hospital Foundation. He resides in Miami Shores with his wife and children. David has a Series 7 and Series 66 securities license and the 2-15 Life, Health & Variable Annuities license in the state of Florida.

            • University of Miami, Master's in International Administration
            • Duke University , Bachelor's in Political Science
            • Duke University, Certificate in Latin American Studies
              100 SE 2nd Street
              Suite 2500
              Miami, FL 33131
              david.cardenas@ubs.com
              David Cardenas
              100 SE 2nd Street,Miami,FL,33131
            • Mario Ros

              Mario Ros

              Senior Wealth Strategy Associate

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              • FL

              Mario Ros is a dedicated financial professional specializing in investment management and wealth strategy. As a Senior Wealth Strategy Associate at UBS, he partners with financial advisors to deliver tailored investment solutions while ensuring an exceptional client experience. With over seven years of experience in the financial industry, he plays a key role in portfolio analysis, trade execution, and cash flow management, helping clients navigate complex financial decisions with confidence.


              Before joining UBS, Mario held investment and client service roles at Citi Private Bank, where he managed discretionary trust investments and worked closely with ultra-high-net-worth (UHNW) clients. His expertise extends beyond investment analysis to fostering meaningful client relationships, ensuring that each strategy aligns with their unique goals. His ability to blend technical investment knowledge with a client-centric approach sets him apart in the wealth management space.


              Mario holds the CFA Charter and an MBA from Florida International University. He also earned a Bachelor of Science in Industrial Engineering from the Polytechnic Institute Jose A. Echeverria in Havana, Cuba. In addition to his academic and professional credentials, he holds FINRA Series 7 and Series 66 licenses. A native Spanish speaker, he is also fluent in English, allowing him to seamlessly engage with a diverse clientele.


              Outside of work, Mario loves playing tennis and spending time with his fiancée.

                • Florida International University , Master's of Business Administration
                • Polytechnic Institute Jose A. Echeverria, Bachelor's of Science in Industrial Engineering
                • Chartered Financial Analyst®
                100 SE 2nd Street
                Suite 2500
                Miami, FL 33131
                mario.e.ros@ubs.com
                Mario Ros
                100 SE 2nd Street,Miami,FL,33131
              • Kimberly Sanchez

                Kimberly Sanchez

                Client Associate

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                  Kimberly A Sanchez is a dedicated Client Service Associate with years of experience working at UBS, focusing on delivering exceptional support and building strong client relationships. Her professional journey includes a solid background in Credit and Alternative Investments, developed during her time at Santander Bank where she started her professional career. She holds a master’s degree in international business and finance from Florida International University (FIU). Additionally, her 4 years of service in the U.S Army Reserves instilled in her a strong sense of discipline, leadership, and teamwork that she applies in all aspects of her career. She is committed to contributing to the success of her team and providing outstanding client experience

                   

                    • Florida International University , Master's in International Business and Finance
                      550 Biltmore Way
                      Coral Gables, FL 33134
                      kimberly.a.sanchez@ubs.com
                      Kimberly Sanchez
                      550 Biltmore Way,Coral Gables,FL,33134

                    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

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Financial strength

                    Driving confidence.
                    A-  Standard & Poor’s
                    A  Fitch
                    A3
                      Moody’s


                    UBS AG, long-term senior secured debt rating. As of 03/31/2024

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