Managing Director–Wealth Management
Juan Sandoval is a Managing Director-Wealth Management at UBS Financial Services. Since 1992 he has been helping clients prepare and navigate significant life events and financial transitions including marriage and remarriage, divorce, retirement, estate management and death of loved ones. Together with his team, Juan helps high-net-worth clients address their five most pressing concerns: preserving wealth, mitigating taxes, ensuring assets are not unjustly taken, intergenerational wealth transfer and effective charitable giving
Originally from Madrid, Spain, Juan graduated magna cum laude from Wofford College in Spartanburg, South Carolina, with a degree in economics and finance. He also earned the prestigious designation of Wealth Advisor at UBS, and he has taken substantial courses in financial planning, portfolio management and equity strategies.
In his free time, Juan enjoys tennis and donates his time to several charitable causes such as Education equals hope. He lives in Charlotte and has an adult daughter and son.
Recognized as an industry leader:
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.
Education
Credentials
Managing Director–Wealth Management
Juan Sandoval is a Managing Director-Wealth Management at UBS Financial Services. Since 1992 he has been helping clients prepare and navigate significant life events and financial transitions including marriage and remarriage, divorce, retirement, estate management and death of loved ones. Together with his team, Juan helps high-net-worth clients address their five most pressing concerns: preserving wealth, mitigating taxes, ensuring assets are not unjustly taken, intergenerational wealth transfer and effective charitable giving
Originally from Madrid, Spain, Juan graduated magna cum laude from Wofford College in Spartanburg, South Carolina, with a degree in economics and finance. He also earned the prestigious designation of Wealth Advisor at UBS, and he has taken substantial courses in financial planning, portfolio management and equity strategies.
In his free time, Juan enjoys tennis and donates his time to several charitable causes such as Education equals hope. He lives in Charlotte and has an adult daughter and son.
Recognized as an industry leader:
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.
Education
Credentials
Senior Wealth Strategy Associate
Crockett has developed a unique ability to provide the team's clients with highly personalized, efficient client services that include account opening and maintenance, cash management, client communication and reporting, and technology support.
Before becoming a part of UBS, Crockett graduated with honors with a degree in Marketing and Management from the University of South Carolina. She has earned the CERTIFIED FINANCIAL PLANNER designation and holds her Series 7 and 66 securities licenses as well as life and health insurance licenses.
Outside of the office, Crockett participates in service opportunities with her church. She loves yoga, reading, watching sports and spending time with family and friends.
Recognized as an industry leader:
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.
Education
Credentials
Senior Wealth Strategy Associate
Crockett has developed a unique ability to provide the team's clients with highly personalized, efficient client services that include account opening and maintenance, cash management, client communication and reporting, and technology support.
Before becoming a part of UBS, Crockett graduated with honors with a degree in Marketing and Management from the University of South Carolina. She has earned the CERTIFIED FINANCIAL PLANNER designation and holds her Series 7 and 66 securities licenses as well as life and health insurance licenses.
Outside of the office, Crockett participates in service opportunities with her church. She loves yoga, reading, watching sports and spending time with family and friends.
Recognized as an industry leader:
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.
Education
Credentials
Senior Client Associate
Leila joined UBS in the Short Hills, New Jersey office in 2014 after starting her career in financial services in 1999 at A.G. Edwards. She relocated to the Charlotte area with her husband in 2017 and joined the Fairview Group. As a Senior Client Service Associate she manages the administrative and daily service aspects of the business.
Leila enjoys exploring the Charlotte area, reading, and spending time with her family and friends.
Senior Client Associate
Leila joined UBS in the Short Hills, New Jersey office in 2014 after starting her career in financial services in 1999 at A.G. Edwards. She relocated to the Charlotte area with her husband in 2017 and joined the Fairview Group. As a Senior Client Service Associate she manages the administrative and daily service aspects of the business.
Leila enjoys exploring the Charlotte area, reading, and spending time with her family and friends.
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.
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.
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