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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Our Commitment to Puerto Rico
Modernizing our office for our clients and employees
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 here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
