Today’s opportunities. Tomorrow’s legacy.

As advisors to a select group of business owners, professional athletes, institutions and multigenerational families, BV Group is uniquely positioned to help you navigate the complexities of your financial life. We understand the challenges, and opportunities, you face—and can help you plan for, and pursue, the goals that matter most to you and your family.

Our highly experienced team of investment professionals and former CPAs will work closely with you to craft tailored strategies that help you grow and preserve your wealth. From impactful investment ideas to charting a path for your business exit or retirement, we are there to guide and advise you—with commitment, passion and care.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Guiding founders from startup to sale

A game plan for professional athletes

Shaping multi-generational family wealth

Institutional-level advice

The proof is in our numbers

$3 billion

Assets under management

14 person

seasoned team

30+

Years in business as a team


Case Studies

The right advice can make all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

  • M Bober

    Michael Bober, CFP, CIMA, CEPA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Michael is a founding member of BV Group with three decades experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

    He earned his B.S. from Rutgers University and holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. He received the Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania. Mike is a Certified Exit Planning Advisor (CEPA®) that can help business owners with all phases of their transition strategy and is also a UBS Institutional Consultant, able to provide the unique guidance required for sophisticated clients.

    Before becoming an investment advisor, Michael was a Certified Public Accountant with a National Accounting firm. He has the experience and credentials that build confidence.

    Mike and his wife reside in Boca Raton, FL and in their free time enjoy travel, fitness, food, wine and trying to keep up with their three daughters. He is also actively involved with various charities in South Florida.

     

    California Insurance License#: 0B54172

     

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Rutgers University, Bachelor of Science, Accounting
    • Private Wealth Advisor
    • Athletes & Entertainers Consultant
    • Institutional Consultant, UBS Institutional Consulting Program
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Exit Planning Advisor
    • Certified Investment Management Analyst®
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
    michael.bober@ubs.com
    Michael Bober, CFP, CIMA, CEPA
    1800 North Military Trail,Boca Raton,FL,33431
  • Etrice

    Ed Ventrice, CFP, CIMA, CEPA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Ed is a founding member of BV Group with three decades experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

    He holds the Certified Financial Planner (CFP®) designation and the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consulting Association through Wharton School of Business, University of Pennsylvania. Ed is a Certified Exit Planning Advisor (CEPA®) that can help business owners with all phases of their transition strategy and is also a UBS Institutional Consultant, able to provide the unique guidance required for sophisticated clients, foundations and endowments.

    Ed graduated from the University of Florida with a Bachelor of Science in Accounting. Before becoming an investment advisor, Ed was a Certified Public Accountant with a National Accounting firm. He has the experience and credentials that build confidence.

    Eddie and Elyse reside in Boca Raton, Florida with their 5 children. In their free time, they enjoy fitness, biking, tennis, travel and cooking. Ed is actively involved with various boards and several charities.

     

    California Insurance License#: 0B59531

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • University of Florida, Bachelor of Science, Accounting
    • Private Wealth Advisor
    • Institutional Consultant, UBS Institutional Consulting Program
    • Certified Exit Planning Advisor
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Investment Management Analyst®
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
    ed.ventrice@ubs.com
    Ed Ventrice, CFP, CIMA, CEPA
    1800 North Military Trail,Boca Raton,FL,33431
  • Sarah Ponczek

    Sarah Ponczek, CFP® , CIMA®

    First Vice President–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • TN
    • TX

     

    Sarah joined BV Group with a wealth of experience from Bloomberg, where she analyzed and reported on financial markets for Bloomberg News, TV and Radio.  In addition, she hosted a weekly podcast called “What Goes Up” and acted as fill-in anchor for Bloomberg TV and Radio. Sarah holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute through Wharton School of Business, University of Pennsylvania, and enjoys working with clients on investment and portfolio analysis.

    Sarah graduated from the University of Michigan. She was also named a James B. Angell Scholar and inducted into the Honor Society of Phi Kappa Phi. Now, Sarah appears frequently on Bloomberg, CNBC and Fox Business to discuss capital markets and investing. She’s also been featured in Barron’s. Sarah is involved with the Junior Achievement of South Florida’s Circle of Wise Women and Impact 100 Palm Beach County. She is a Trustee with the Boca Raton Chamber of Commerce and a member of All Bar None at UBS, an internal organization dedicated to promoting professional advancement of women. In Sarah's free time she enjoys exploring South Florida and spending time with family, friends and her goldendoodle. 

     

    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • University of Michigan, Ann Arbor, MI with a B.A.in Communication Studies and Political Science minor. She was also named a James B. Angell Scholar for high achievement and was inducted into the Honor Society of Phi Kappa Phi.
    • Private Wealth Advisor
    • Certified Investment Management Analyst®
    • CERTIFIED FINANCIAL PLANNER®
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
    sarah.ponczek@ubs.com
    Sarah Ponczek, CFP® , CIMA®
    1800 North Military Trail,Boca Raton,FL,33431
  • Chen

    Lillian Chen

    Senior Client Associate

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      Lillian handles Client Service and Operational Management functions for the BV Group. She has been a part of the team for over 16 years and has more than 30 years of industry experience, including 7 years spent working in financial firms on Wall Street. Lillian, a Mets fan, enjoys frequenting Disney with her husband and their two children.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            1800 North Military Trail
            Suite 300
            Boca Raton, FL 33431
            lillian.chen@ubs.com
            Lillian Chen
            1800 North Military Trail,Boca Raton,FL,33431
          • Lucy Headshot Bw

            Lucy Leo

            Senior Client Associate

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              Lucy is a Senior Client Associate that joined BV Group in 2023 with over 20 years of industry experience. She provides a client centric mentality, focusing her time on the teams  administration needs, operational excellence and relationship management. Lucy is extremely well-versed and works diligently to supply a distinctive approach to each individual experience.

               
              A New York native from Long Island, Lucy joined UBS in 1990 working closely with a Research Analyst team. She moved to Florida in 1999 and transitioned to working on the Wealth Management division within UBS as a Client Service Associate. Prior to UBS, Lucy worked for the non-profit organization, Columbus Citizens Foundation, working on the organization and execution of the foundation's annual New York Columbus day parade. Lucy has two adult children and on her free time enjoys cooking, gardening and spending time with her family.

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    1800 North Military Trail
                    Suite 300
                    Boca Raton, FL 33431
                    lucy.leo@ubs.com
                    Lucy Leo
                    1800 North Military Trail,Boca Raton,FL,33431
                  • Martinez

                    Veronica Martinez

                    Client Associate

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                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • FL
                    • GA
                    • HI
                    • IL
                    • IN
                    • KS
                    • KY
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MO
                    • MS
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • RI
                    • SC
                    • SD
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI

                    Veronica joined BV Group in 2018 as a Registered Client Associate. She enjoys working with clients and brings over 8 years financial, banking and service delivery experience to our team. Veronica holds her General Securities Representative license (Series 7) and graduated Magna Cum Laude with a Bachelor of Arts from Florida Atlantic University. Veronica's hobbies include reading, travel and spending time with her friends and family.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          1800 North Military Trail
                          Suite 300
                          Boca Raton, FL 33431
                          veronica.martinez@ubs.com
                          Veronica Martinez
                          1800 North Military Trail,Boca Raton,FL,33431
                        • Amanda's Headshot

                          Amanda R. Gordon, AWM

                          Wealth Strategy Associate

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                          • CA
                          • FL
                          • GA

                          Amanda joined the BV group in January of 2023 as a Wealth Strategy Associate specializing in business development and marketing. She brings with her two years experience from UBS West Coast Private Wealth Management as a Wealth Planning Associate supporting advisors and their Ultra-High Net Worth clients as well as being a Wealth Strategy Associate focused on business development and financial planning.

                          Fun Facts:

                          • California native, traveler and adventurer
                          • Foodie and aspiring baker
                          • Fitness guru, snowboarder and wakeboarder
                          • Loyola Marymount University graduate

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                            • Loyola Marymount University, Bachelors in Business Administration: Finance: 2017 - 2020
                              1800 North Military Trail
                              Suite 300
                              Boca Raton, FL 33431
                              amanda.gordon@ubs.com
                              Amanda R. Gordon, AWM
                              1800 North Military Trail,Boca Raton,FL,33431
                            • Blake

                              Evan Blake, CFA

                              Senior Wealth Strategy Associate

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                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • FL
                              • GA
                              • HI
                              • IL
                              • IN
                              • KS
                              • KY
                              • LA
                              • MA
                              • MD
                              • ME
                              • MI
                              • MO
                              • MS
                              • NC
                              • NH
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • RI
                              • SC
                              • TN
                              • TX
                              • UT
                              • VA
                              • WA
                              • WI

                              Evan joined BV Group in 2018 and supports the team's investment management processes, including investment due diligence, asset allocation, portfolio construction, and portfolio review. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of South Florida. He is a graduate of Florida Atlantic University with a double major in Finance and Economics. Evan also has a General Securities Representative License (Series 7) and over 10 years of financial services industry experience.

                              Evan is a Florida native and resides in Boynton Beach, FL with his wife and 2 daughters. His hobbies include spending time with his family, being an avid sports fan and participating in organized sports.

                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                  • Chartered Financial Analyst®
                                  1800 North Military Trail
                                  Suite 300
                                  Boca Raton, FL 33431
                                  evan.blake@ubs.com
                                  Evan Blake, CFA
                                  1800 North Military Trail,Boca Raton,FL,33431
                                • Item

                                  Andrew Item, CIMA, CAIA

                                  Senior Wealth Strategy Associate

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                                  • AL
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • FL
                                  • GA
                                  • HI
                                  • IL
                                  • IN
                                  • KS
                                  • KY
                                  • LA
                                  • MA
                                  • MD
                                  • ME
                                  • MI
                                  • MO
                                  • MS
                                  • MT
                                  • NC
                                  • NH
                                  • NJ
                                  • NM
                                  • NV
                                  • NY
                                  • OH
                                  • OK
                                  • OR
                                  • PA
                                  • RI
                                  • SC
                                  • SD
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • WA
                                  • WI

                                  Andrew joined BV Group in 2018 and supports the team's investment management processes, including investment due diligence, asset allocation, portfolio construction, and portfolio review.

                                  He is a University of Miami graduate with a double major in International Studies and Economics. Andrew received the Certified Investment Management Analyst (CIMA®) designation through the Investment & Wealth Institute through coursework at the Yale School of Management and also obtained the Chartered Alternative Investment Associate (CAIA) designation. 

                                  Andrew has over 12 years industry experience and is fluent in both Italian and Spanish.

                                   

                                   

                                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                      • Chartered Alternative Investment Analyst®
                                      • Certified Investment Management Analyst®
                                      1800 North Military Trail
                                      Suite 300
                                      Boca Raton, FL 33431
                                      andrew.item@ubs.com
                                      Andrew Item, CIMA, CAIA
                                      1800 North Military Trail,Boca Raton,FL,33431
                                    • Sloboth

                                      Christine Sloboth

                                      Team Administrator

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                                      • FL

                                      Christine joined BV Group in 2011, and is responsible for Team/Business Management, Change Management, Team Oversight, Marketing Initiatives, Project Management and Event Planning.

                                      Prior to joining BV Group, Chris was in the financial payments industry for over 14 years, initially with First Data Resources in Omaha, NE, then transferring to the Florida division of Chase Merchant Services/Chase Paymentech.  Chris holds her General Securities Representative license (Series 7) and graduated with a B.S. in Finance from the University of Nebraska at Omaha.

                                      Her hobbies include yoga, biking, vegan cooking and volunteering at Everglades Angels Dog Rescue.

                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                            1800 North Military Trail
                                            Suite 300
                                            Boca Raton, FL 33431
                                            christine.sloboth@ubs.com
                                            Christine Sloboth
                                            1800 North Military Trail,Boca Raton,FL,33431
                                          • Macdonal

                                            Michael MacDonald, CFP, Strategic Partner

                                            Senior Vice President–Wealth Management

                                            Financial Advisor

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                                            • AL
                                            • AZ
                                            • CA
                                            • CO
                                            • CT
                                            • FL
                                            • GA
                                            • HI
                                            • IL
                                            • IN
                                            • KY
                                            • LA
                                            • MA
                                            • MD
                                            • ME
                                            • MI
                                            • MO
                                            • NC
                                            • NJ
                                            • NM
                                            • NV
                                            • NY
                                            • OH
                                            • OR
                                            • PA
                                            • RI
                                            • SC
                                            • TN
                                            • TX
                                            • UT
                                            • VA
                                            • WI

                                            Michael MacDonald has been part of the BV Group for more than 22 years. In his previous career, he established and directed the West Coast office of his family’s transportation company that was sold to a Fortune 100 company. After the sale, he began to manage his family’s wealth and turned it into a career. Mike holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. and earned his B.S. in Business Administration from Arizona State University. He is married and has three sons. His hobbies include fishing, biking and fitness.

                                             

                                            California Insurance License#: 0E52843

                                            • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.

                                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                              • CERTIFIED FINANCIAL PLANNER®
                                              1800 North Military Trail
                                              Suite 300
                                              Boca Raton, FL 33431
                                              michael.macdonald@ubs.com
                                              Michael MacDonald, CFP, Strategic Partner
                                              1800 North Military Trail,Boca Raton,FL,33431
                                            • W Marino

                                              William Stuart Marino, CFP, AWMA, Strategic Partner

                                              Senior Vice President–Wealth Management

                                              Financial Advisor

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                                              • CA
                                              • CO
                                              • FL
                                              • GA
                                              • IL
                                              • IN
                                              • KY
                                              • MA
                                              • MD
                                              • MI
                                              • MT
                                              • NC
                                              • NJ
                                              • NY
                                              • OH
                                              • OR
                                              • PA
                                              • SC
                                              • TX
                                              • VA
                                              • WA

                                              Billy is a Financial Advisor with 16 years of industry experience, initially joining UBS Financial Services Inc. as a Wealth Planning Associate and transitioning to BV Group as a Financial Advisor in 2018, after careers at both Lehman Brothers and RBS Greenwich Capital. Billy enjoys working with clients on financial goal analysis, planning, and all aspects of wealth management. He holds the Certified Financial Planner (CFP®) designation as well as the Accredited Wealth Management Advisor® designation.  He is a graduate of Williams College in Williamstown, MA where he played Lacrosse, Squash and Soccer but remains very active in his alumni Palm Beach chapter.

                                              Billy is a proud member of the Rotary Club Downtown Boca Raton, a Trustee with the Boca Raton Chamber of Commerce, serves on the board of the Peter Blum Family YMCA of Boca Raton, and is a Selection Committee Member for the George Snow Scholarship Fund.

                                              He resides in Boca Raton, FL with his wife and two children and loves to fish in his almost non-existent free time!

                                              • 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.

                                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                • Accredited Asset Management Specialist
                                                • CERTIFIED FINANCIAL PLANNER®
                                                1800 North Military Trail
                                                Suite 300
                                                Boca Raton, FL 33431
                                                william.marino@ubs.com
                                                William Stuart Marino, CFP, AWMA, Strategic Partner
                                                1800 North Military Trail,Boca Raton,FL,33431
                                              • Santos

                                                Alex Santos, CFP®, CEPA, Strategic Partner

                                                Senior Vice President–Wealth Management

                                                Financial Advisor

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                                                • AL
                                                • AZ
                                                • CA
                                                • FL
                                                • GA
                                                • IL
                                                • IN
                                                • KS
                                                • LA
                                                • MD
                                                • ME
                                                • MI
                                                • MS
                                                • NC
                                                • NJ
                                                • NV
                                                • NY
                                                • OH
                                                • OK
                                                • OR
                                                • PA
                                                • PR
                                                • SC
                                                • TX
                                                • VA
                                                • WA

                                                Alex began his career in financial services in 1999 working for Campbell Williams Inc., a boutique advisory firm in Miami, FL. A seasoned professional, he draws upon 20+ years of experience helping institutional retirement plans, corporate executives, high net worth investors, and professional athletes by delivering advice and solutions to help them achieve their financial goals. In 2013, Alex joined BV Group, partnering with Michael Bober and Ed Ventrice to help clients clearly define investment objectives and implement appropriate solutions by remaining informative, accessible, independent and transparent in each interaction. Alex embraces a planning-based approach that begins with the creation and continual monitoring of a financial plan that serves as a road map, which informs every solution.  He bases each of his relationships on four pillars of wealth management—lifestyle management, risk management, liability management and asset management. 

                                                Alex graduated Cum Laude from the University of Miami in Coral Gables, FL with a BBA. in finance, also a member of Iron Arrow Honor Society, the highest attainable honor at the University of Miami. Alex is a Certified Financial Planner and also earned the Certified Exit Planning Analyst designation.

                                                An All-American collegiate athlete both academically and athletically, Alex was inducted into the University of Miami Sports Hall of Fame in 2010 and is the winning pitcher of the 1999 University of Miami College World Series National Championship team. He enjoyed an 8 year professional career with the Tampa Bay Rays and Oakland Athletics within their minor league organizations.

                                                Alex lives in Tampa, FL, with his wife, Ana, and their 3 children, Sol Marina, Kieran Leo, and Thiago Xandre. Alex serves on the board of Vita Nova, a non-profit that helps children in foster care transition into adulthood by providing housing and life skills coaching. Alex is multilingual, fluent in Portuguese and Spanish.

                                                CA Ins Lic#: 0I26833


                                                 

                                                 

                                                • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
                                                • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
                                                • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.

                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                  • Athletes & Entertainers Consultant
                                                  1800 North Military Trail
                                                  Suite 300
                                                  Boca Raton, FL 33431
                                                  alex.santos@ubs.com
                                                  Alex Santos, CFP®, CEPA, Strategic Partner
                                                  1800 North Military Trail,Boca Raton,FL,33431
                                                • Christal D. Starcher

                                                  Christal Starcher, Strategic Partner

                                                  Senior Client Associate

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                                                    Christal joined BV Group in January 2014 as a Client Service Associate. Before joining our team she had worked for Morgan Stanley for 6 years and has been in the industry for 8 years. She provides support with the maintenance and operational needs of client accounts. Christal spends her spare time with her husband and two children. She is passionate about travel and has visited most parts of the United States and numerous countries abroad.

                                                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                          1800 North Military Trail
                                                          Boca Raton, FL 33431
                                                          christal.starcher@ubs.com
                                                          Christal Starcher, Strategic Partner
                                                          1800 North Military Trail,Boca Raton,FL,33431

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