Experience

Xavier helps wealthy individuals and families develop strategies designed to enhance their standard of living and optimize their financial lives. He takes an educational approach with his clients to emphasize the importance of detailed and coordinated financial planning. Xavier’s recommendations are always the result of a consultative process, where he listens carefully to learn about each client’s goals, needs and priorities before developing a plan. As a Corporate Stock Benefits Consultant, he has specific knowledge regarding compensation issues for executives and can provide strategic advice to these clients.

Xavier has worked in the wealth management industry since 1997 and has been with UBS since 2002. He is a FINRA-Registered General Securities Representative and holds the FINRA Series 7, 63 and 65 licenses, as well as life insurance and variable annuity licenses. Xavier has also earned the Certified Private Wealth Advisor and Certified Exit Planning Advisor designations. Xavier graduated from Marquette University with a B.A. in economics.

Xavier is a dedicated family man and spends his free time traveling, practicing the violin and planning his next family adventure. He has a profound desire to be a valuable member of the Puerto Rico community and enjoys being involved in local arts, music and education organizations.

William works with successful individuals, families and corporations to develop integrated planning strategies focused on their financial well-being. He is particularly skillful in building strong client relationships and communicating complex financial concepts clearly. William’s background in equities and his experience working on Wall Street have enhanced his knowledge of risk management and, as a Corporate Stock Benefits Consultant, he offers an informed perspective and recommendations to executives regarding compensation issues.

William has more than 30 years of wealth management experience and joined UBS in 1998. He is a FINRA-Registered General Securities Representative and holds the FINRA Series 7, 63 and 65 licenses, as well as life insurance and variable annuity licenses. William earned a B.A. in finance and economics from the Catholic University of America in Washington, D.C.

William’s top priority in life is spending time with his family. His passion and what he would call a “serious hobby” is music and music production. William and his wife are very conscious about the social issues that abound in Puerto Rico and believe the best way they can make a difference is by contributing to children’s education, health and empowerment initiatives, because children hold the key to the future.

Eduardo brings a consultative approach to learning about his clients’ needs and developing financial plans and portfolio strategies to support them. Prior to becoming a Financial Advisor, he was a key member of the UBS Consulting Division, serving a large array of institutional and individual ultra-high-net-worth clients with portfolio construction and asset management requirements.

Eduardo has more than 20 years of wealth management experience and joined UBS in 2007. He is a FINRA-Registered General Securities Representative and holds the FINRA Series 7, 63, 65 and 24 licenses, as well as life insurance and variable annuity licenses. Eduardo has earned the Certified Investment Management Analyst designation, and, within the firm, he has achieved the Private Wealth Advisor designation offered at UBS. Eduardo graduated from the University of Puerto Rico with a B.A. in finance.

In his personal time, Eduardo’s priority is spending time with his family, including his two young boys. He also loves to explore the culinary side of life and cook with friends and family. In addition, Eduardo is an active member of the Alumni Association of his school and leads fundraising efforts for scholarships, as he believes education is the backbone of a society.

Vicente is an aligned team member of the Aguayo, Serrallés & Cabán Wealth Advisor Group.

He enjoys working with individual and corporate clients by helping them work toward their investment needs and goals. His background in fixed income and equities gives him the tools to help clients select suitable money managers that align with their objectives.

Vicente has more than 39 years of wealth management experience and joined UBS (Paine Webber) in 1983. He is a FINRA-Registered General Securities Representative and holds the FINRA Series 7, 63 and 65 licenses, as well as life insurance and variable annuity licenses. He earned a B.A. from the University of Puerto Rico and an M.B.A. from Interamerican University.

Vicente is a vintage car enthusiast. In his free time, he enjoys cultural events and traveling around the world.