Experience

I work with affluent individuals, families, and corporate executives to help them navigate complex financial decisions and pursue their long-term goals with confidence. My team and I provide comprehensive wealth planning and personalized guidance designed to align investments, retirement planning, and legacy objectives into a coordinated strategy.

With nearly three decades of experience in wealth management and more than 20 years at UBS, I am committed to helping clients make informed decisions through education, collaboration, and trusted advice. In 2018, I earned the Certified Private Wealth Advisor® (CPWA®) designation, and in 2026, I was honored to be named to the Forbes Best-In-State Wealth Advisors list for the U.S. Territories.

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 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 as he believes education is the backbone of a society.