A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Clark Bacon

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Clark specializes in delivering comprehensive wealth management strategies to high net worth families and individuals. He also advises and provides access to capital markets for institutional entities such as family offices, hedge funds and private equity firms. Clark previously worked in the Specialized Equity Transactions Group (SETG) at UBS, advising institutional clients on the sale of restricted equity positions.

A native of Washington D.C., Clark graduated with a B.B.A from the Cox School of Business at Southern Methodist University in Dallas, Texas and is a member of the school's Alumni Board.

Clark has worked with several non-profit organizations and currently serves on the Cedars-Sinai Medical Center Board of Governors.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Cox School of Business at Southern Methodist University in Dallas, Texas , B.B.A
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

clark.bacon@ubs.com

Clark Bacon

131 South Rodeo Drive,Beverly Hills,CA,90212
Ruben Torres

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Ruben Torres joined UBS in 2011. Ruben advises a select group of ultra-high-net-worth clients, delivering innovative strategies tailored to their complex financial needs.

As a member of UBS’s International Private Wealth Group, Ruben is an integral part of supporting world-class individuals in sports, music, and entertainment.

Before entering the financial industry, Ruben competed professionally on the ATP Tour and represented Colombia in the Davis Cup. He earned both his undergraduate and master’s degrees from the University of Southern California, where he captained USC’s NCAA Championship-winning tennis team in 2002, the only unseeded team in history to win a title. As an alumni, he remains active in the tennis community, mentoring aspiring athletes.

Committed to social impact, Ruben founded Tennis for Colombia, a nonprofit organization that supports underprivileged youth by providing access to education through sport.

A native of Colombia, Ruben is fluent in Spanish, English, and French, allowing him to serve clients across borders. In his free time, he enjoys reading and playing padel.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Southern California , Degree in Business Administration
- UBS Athletes and Entertainers Consultant
100 SE 2nd Street
Suite 2500
Miami, FL 33131

ruben.torres@ubs.com

Ruben Torres

100 SE 2nd Street,Miami,FL,33131
Eunha Megan Yi

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- FL
- ID
- IL
- LA
- MA
- MN
- MO
- NC
- NJ
- NY
- OH
- PA
- TN
- TX
- VA
- WA
Megan focuses on comprehensive financial planning, tailored reporting and client relationship management for the team. She is also responsible for the implementation of asset allocations, performance reporting and addressing product-related inquiries, ensuring every interaction and strategy aligns with our clients' unique needs and goals.

Megan earned her Bachelor of Science degree in business Administration with an emphasis in Finance from the University of Southern California. She currently holds her Series 7, Series 66 and Certified Financial Planner (CFP®) licenses.

A native of Los Angeles, Megan is fluent in both English and Korean.
- University of Southern California, Bachelor of Science degree in Business Administration with an emphasis in Finance
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

megan.yi@ubs.com

Eunha Megan Yi

131 South Rodeo Drive,Beverly Hills,CA,90212
Jasmin Maldonado

Authorized Officer

Senior Registered Client Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Jasmin brings nearly 20 years of experience at UBS, where she plays an integral role in client service and administration. Jasmin focuses on general account maintenance and providing administrative and operational support for the team. Her responsibilities include trading, reporting and ensuring seamless operations.

Originally from New Jersey, Jasmin recently relocated to Miami from San Juan, Puerto Rico. Jasmin graduated from the University of Ana G. Mendez with a Bachelor Degree of Arts in Social Work.

Jasmin is also currently serving as the Global Diversity, Equity and Inclusion ambassador for the UBS Florida Market. She currently holds her Series 7 and Series 66 licenses.

In her free time, Jasmin enjoys volunteering and serving the community, traveling, outdoor activities and spending time with family, friends and her dog Coco.

Jasmin is fluent in both English and Spanish.
- Universidad Ana G. Mendez, Puerto Rico, Bachelors Degree in Liberal Arts, Social Work
100 SE 2nd Street
Suite 2500
Miami, FL 33131

jasmin.maldonado@ubs.com

Jasmin Maldonado

100 SE 2nd Street,Miami,FL,33131

Clark Bacon

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Clark specializes in delivering comprehensive wealth management strategies to high net worth families and individuals. He also advises and provides access to capital markets for institutional entities such as family offices, hedge funds and private equity firms. Clark previously worked in the Specialized Equity Transactions Group (SETG) at UBS, advising institutional clients on the sale of restricted equity positions.

A native of Washington D.C., Clark graduated with a B.B.A from the Cox School of Business at Southern Methodist University in Dallas, Texas and is a member of the school's Alumni Board.

Clark has worked with several non-profit organizations and currently serves on the Cedars-Sinai Medical Center Board of Governors.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Cox School of Business at Southern Methodist University in Dallas, Texas , B.B.A
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

clark.bacon@ubs.com

Clark Bacon

131 South Rodeo Drive,Beverly Hills,CA,90212
Ruben Torres

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Ruben Torres joined UBS in 2011. Ruben advises a select group of ultra-high-net-worth clients, delivering innovative strategies tailored to their complex financial needs.

As a member of UBS’s International Private Wealth Group, Ruben is an integral part of supporting world-class individuals in sports, music, and entertainment.

Before entering the financial industry, Ruben competed professionally on the ATP Tour and represented Colombia in the Davis Cup. He earned both his undergraduate and master’s degrees from the University of Southern California, where he captained USC’s NCAA Championship-winning tennis team in 2002, the only unseeded team in history to win a title. As an alumni, he remains active in the tennis community, mentoring aspiring athletes.

Committed to social impact, Ruben founded Tennis for Colombia, a nonprofit organization that supports underprivileged youth by providing access to education through sport.

A native of Colombia, Ruben is fluent in Spanish, English, and French, allowing him to serve clients across borders. In his free time, he enjoys reading and playing padel.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Southern California , Degree in Business Administration
- UBS Athletes and Entertainers Consultant
100 SE 2nd Street
Suite 2500
Miami, FL 33131

ruben.torres@ubs.com

Ruben Torres

100 SE 2nd Street,Miami,FL,33131
Eunha Megan Yi

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- FL
- ID
- IL
- LA
- MA
- MN
- MO
- NC
- NJ
- NY
- OH
- PA
- TN
- TX
- VA
- WA
Megan focuses on comprehensive financial planning, tailored reporting and client relationship management for the team. She is also responsible for the implementation of asset allocations, performance reporting and addressing product-related inquiries, ensuring every interaction and strategy aligns with our clients' unique needs and goals.

Megan earned her Bachelor of Science degree in business Administration with an emphasis in Finance from the University of Southern California. She currently holds her Series 7, Series 66 and Certified Financial Planner (CFP®) licenses.

A native of Los Angeles, Megan is fluent in both English and Korean.
- University of Southern California, Bachelor of Science degree in Business Administration with an emphasis in Finance
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

megan.yi@ubs.com

Eunha Megan Yi

131 South Rodeo Drive,Beverly Hills,CA,90212
Jasmin Maldonado

Authorized Officer

Senior Registered Client Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Jasmin brings nearly 20 years of experience at UBS, where she plays an integral role in client service and administration. Jasmin focuses on general account maintenance and providing administrative and operational support for the team. Her responsibilities include trading, reporting and ensuring seamless operations.

Originally from New Jersey, Jasmin recently relocated to Miami from San Juan, Puerto Rico. Jasmin graduated from the University of Ana G. Mendez with a Bachelor Degree of Arts in Social Work.

Jasmin is also currently serving as the Global Diversity, Equity and Inclusion ambassador for the UBS Florida Market. She currently holds her Series 7 and Series 66 licenses.

In her free time, Jasmin enjoys volunteering and serving the community, traveling, outdoor activities and spending time with family, friends and her dog Coco.

Jasmin is fluent in both English and Spanish.
- Universidad Ana G. Mendez, Puerto Rico, Bachelors Degree in Liberal Arts, Social Work
100 SE 2nd Street
Suite 2500
Miami, FL 33131

jasmin.maldonado@ubs.com

Jasmin Maldonado

100 SE 2nd Street,Miami,FL,33131

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Texas flood relief

Support and resources

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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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A legacy for generations

Pursuing your goals together

Clark Bacon

Ruben Torres

Eunha Megan Yi

Jasmin Maldonado