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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.

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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
  • DE
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

  • Forbes Best-in-State Wealth Advisors, 2024, 2025The 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

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Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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