Insight-based advice

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Mother daughter ocean

Ashley Adriana Yates

Vice President–Wealth Management

Financial Advisor

Ashley has been working at UBS Financial Services Inc. since 2011, focusing her practice primarily in Latin America and the United States.

Managing over $200 Million in assets, she has continued on her father's Financial Advisor legacy which was, and will always be, primarily built on trust. Ashley believes that the relationship between a client and their Financial Advisor should be like family, helping them navigate through the best and more difficult times in life.

Ashley is bilingual in Spanish having studied her BS at the Tecnológico de Monterrey in Monterrey, Mexico and also studied Global Enterprise Management at the Chinese University of Hong Kong. She prides herself in having a well-rounded bicultural competence especially as it pertains to Latin America. Her professional licenses include the Series 7 and Series 66.

Registered States:
  • AZ
  • CA
  • DE
  • FL
  • MA
  • MD
  • NC
  • NV
  • NY
  • TX
  • WY

Education

  • B.S., Tecnológico de Monterrey
  • Global Enterprise Management, Chinese University of Hong Kong
600 West Broadway
Suite 2800
San Diego, CA 92101
  • (619) 557-2422

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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