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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
First Vice President–Wealth Management
Financial Advisor
With over 25 years in the securities industry, Carlos began his career at Paine Webber after receiving his BA witha degree in Finance from the Carroll School of Management at Boston College. 11 years later Carlos found his home at UBS where he is now First Vice President and is certified as a Wealth Advisor. His experience has taught him to always be attentive to the markets and the economy. Constantly reviewing clients accounts, Carlos looks over UBS vast research and product platforms to take advantage of the next opportunity for his clients.
Education
First Vice President–Wealth Management
Financial Advisor
With over 25 years in the securities industry, Carlos began his career at Paine Webber after receiving his BA witha degree in Finance from the Carroll School of Management at Boston College. 11 years later Carlos found his home at UBS where he is now First Vice President and is certified as a Wealth Advisor. His experience has taught him to always be attentive to the markets and the economy. Constantly reviewing clients accounts, Carlos looks over UBS vast research and product platforms to take advantage of the next opportunity for his clients.
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
