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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
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
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.
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
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
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UBS is a leading and truly global wealth manager
