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Antonio L. Oliveira

Senior Vice President–Wealth Management

Financial Advisor

Antonio L. Oliveira leads a wealth management practice dedicated to serving a select number of high net-worth individuals, families and business owners.

He is committed to long-term relationships with his clients in order to help them reach and maintain their life goals and to simplify the complexities that come with wealth. With the global resources of UBS Financial Services Inc. and his experienced team, Antonio delivers comprehensive wealth management services to his clients with an unwavering passion for excellence and commitment to personal service.

Antonio works almost exclusively with the Portuguese-American business community with regards to their financial planning needs.  Antonio has earned a strong reputation with the Portuguese business community.

Registered States:
  • AK
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

  • Forbes Best-in-State Wealth Advisors, 2024The 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

  • Bachelor of Science in Business Administration, Bryant College
500 Exchange Street
Providence, RI 02903
  • (401) 455-6734

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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