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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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.
Education
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.
Education
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.
$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
