Let's move forward. Together.

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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    Jose Joaquin Figueroa

    Managing Director–Wealth Management

    Financial Advisor

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            Armando A Gonzalez

            Senior Vice President–Wealth Management

            Financial Advisor

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                    Jose M. de Teran

                    First Vice President–Wealth Management

                    Financial Advisor

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                            Luis M Zabala

                            Vice President

                            Financial Advisor

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                                    Andres Llanos

                                    Senior Client Associate

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                                          Focus on liquidity management

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                                          UBS and Credit Suisse—stronger than ever

                                          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

                                          $3.9 trillion

                                          In invested assets globally 
                                          As of 12/31/2022

                                          51 countries

                                          Our global footprint

                                          Global leader

                                          UBS is a world-leading wealth manager