Your life. Your wealth. Your future.

Pursue what matters most

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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    Federico A Lopez

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CT
    • FL
    • GA
    • MA
    • NJ
    • NY
    • PA
    • PR
    • VA
    • VI

    Role: First Vice President Wealth Management

    Education and Credentials: 

    • B.S., Business Administration, Fordham University
    • Series 7, Series 66-S63/65 Combo licenses

    Professional History:

    Joined UBS in 2003 and became a member of Lopez Wealth Management Group as a Financial Advisor. Having worked at UBS for over 20 years, Federico specializes in comprehensive financial planning, investment planning and investment management. His approach is client-centered, focusing on understanding each client’s unique financial situation and providing personalized strategies for long-term financial stability and success.

    Federico holds industry licenses on a federal level since 2004, including series 7 and series 66. In Puerto Rico, he holds insurance and annuity licenses, including life, health, disability, and variable annuities.

    Federico enjoys fishing with his son Sebastian and is an avid athlete.

     

    Registered States:

    CT
    FL
    GA
    MA
    NJ
    NY
    PA
    PR
    VA
    VI

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
          federico.lopez2@ubs.com
          Federico A Lopez
          250 Munoz Rivera Avenue,San Juan,PR,00918
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          Alejandro Y. Calderon

          Director

          Senior Wealth Strategy Associate

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          • FL
          • GA
          • NJ
          • NY
          • PA
          • PR
          • VI

          Role: Senior Wealth Strategy Associate

          Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.

          Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).

          Professional History:

          Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients.

          His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. Since 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.

          He holds industry licenses on a federal level since 2008, including series 7, series 66, and series 65. Locally, he holds insurance and annuity licenses since 2015, including life, health, disability, and variable annuities.

          Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.

                Home Worker FL
                Home Worker FL, FL 000
                alejandro.calderon@ubs.com
                Alejandro Y. Calderon
                Home Worker FL,Home Worker FL,FL,000
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                Isabella Garcia Toro

                Client Associate

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                  • Role: Client Service Associate
                  • Responsibilities: 
                    • With a legal background, Isabella's areas of expertise include records management, research and and data analysis, and account opening processes for personal, corporate and trust accounts. 
                  • Education:
                    • Juris Doctor, University of Puerto Rico, School of Law, San Juan, PR (May 2015)
                    • Bachelor of Arts in English and Women’s Studies Villanova University, Villanova, PA (May 2012)
                  • Professional History:
                    • Before joining UBS in January 2020, Isabella dedicated her time to a non-profit organization dedicated to rebuilding houses after Hurricane Maria.
                    • Isabella's experience include various internships in legal industry, as an associate in the Litigation Department at renowned Law Firm in Puerto Rico and Summer Associate the years prior. 

                        250 Munoz Rivera Avenue
                        A.I Plaza, 16th Floor
                        San Juan, PR 00918
                        isabella.garciatoro@ubs.com
                        Isabella Garcia Toro
                        250 Munoz Rivera Avenue,San Juan,PR,00918
                      • WIDA

                        Widaliz Arroyo

                        Client Associate

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                                250 Munoz Rivera Avenue
                                A.I Plaza, 16th Floor
                                San Juan, PR 00918
                                widaliz.arroyo@ubs.com
                                Widaliz Arroyo
                                250 Munoz Rivera Avenue,San Juan,PR,00918

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