Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Ernest Musgrave, Lamboy

Financial Advisor

My priority is helping my clients to better understand the importance of managing their wealth while designing an investment strategy that will help them achieve their financial goals. I work towards knowing the client as an individual providing personal attention to build a strong relationship based on mutual respect, trust and confidence. As a Financial Advisor, I’m aware of the resources and services that are available to investors when seeking help for financial decisions and I regularly have a conversation with my clients to ensure we are on the right path towards their objectives.

With my clients, I emphasize on asset allocation, retirement and financial planning, insurance, and credit lines. I look for investment opportunities covering the best performance monitoring prudently my clients’ risk tolerance.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • VA
  • VI
  • WA
  • WI
  • WV
  • WY

Education

  • B.A. in Business Administration with a concentration in Marketing, Sacred Heart University of Puerto Rico
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 250-3252

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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

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