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.

Pensive Man On Boat
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    Federico A Lopez

    Senior Vice President–Wealth Management

    Financial Advisor

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

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
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          Alejandro Y. Calderon

          Director

          Senior Wealth Strategy Associate

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          • CT
          • FL
          • GA
          • MA
          • NJ
          • NM
          • NY
          • PA
          • PR
          • VA
          • 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.

                250 Munoz Rivera Avenue
                A.I Plaza, 16th Floor
                San Juan, PR 00918
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                Joanna Rodriguez

                Client Associate

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                  Role: Senior Client Service Associate

                  Education: Earned a B.A. in Marketing from Interamerican University of Puerto Rico

                  Responsibilities:

                  • Joanna is responsible for leading the team’s client service and administration efforts. She brings a unique perspective to her role. She approaches every relationship with empathy, understanding and a commitment to helping clients move successfully through financial challenges toward their goals.

                  Professional History:

                  • Has 22 years of experience in UBS, first as Administrative Assistant and now as Senior Client Service Associate.

                        250 Munoz Rivera Avenue
                        A.I Plaza, 16th Floor
                        San Juan, PR 00918
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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

                              A focus on personalized access and service

                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                              Multigenerational planning

                              Multigenerational planning

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                              Investment management

                              Advice. Beyond investing.

                              Players TV

                              The world’s top athletes are back in business

                              Watch the all-new season of PlayersTV’s “Front Office,” presented by UBS

                              In season one, the world’s top athletes got down to business, investing in thriving start-ups. In season two, a new team of world-class athletes hears pitches from entrepreneurs with a range of exciting businesses. Who will get the funding they need to take their business to the next level? 

                              Episode 4: Deron Williams—3X NBA All-Star; 2X Olympic Gold Medalist

                              Backed by the strength of UBS

                              A global leader in wealth management

                              Most
                              Innovative

                              Bank for IPO and Equity Raising 
                              The Banker, Investment Banking Awards, 2020

                              #1

                              For Ultra-High Net Worth clients

                              Euromoney Private Banking and Wealth Management Survey, 2016-2022

                              #1

                              Euromoney Private Banking and Wealth Management Survey, 2022