Global insight. Opportunities worldwide.

We are a deeply committed team of professionals with more than 40 years of combined experience in international and domestic Private Wealth Management.

Affluent investors in the Americas & Europe rely on our team to help them achieve their long term financial goals and their day to day financial needs. Our mission focuses on offering a consistent and highly personalized first class experience in the intelligent management and multigenerational planning of our clients’ assets.

Globally, individuals, families, family offices and institutions with substantial wealth are provided a full range of customized financial services. Our team works diligently to provide tailored solutions that help our clients successfully navigate the complex challenges of managing, preserving and growing their wealth from one generation to the next.

Defining success

Success, for us, is measured by our ability to empower our clients to achieve their financial goals and safeguard their legacies. We consider ourselves successful when our clients trust us implicitly, and we have helped them navigate the complexities of wealth management with confidence

A national footprint. Local values.

Although we work with clients throughout the country, our multigenerational team has deep roots. We understand that money means freedom. You have worked hard to build your wealth and we promise to work just as hard to preserve it.

We’ll work with you to set the right financial plan in place, wherever you are in life. We start by listening to your needs and learning about what you value most. We then meet regularly and speak often as we review the performance of your investments and make adjustments for life changes and economic conditions.

 

Multi-generational families

investments

Investment Management

Accessing resources. Delivering solutions.

Dedication to you

We are dedicated to delivering a consistent and highly personalized first-class experience in the intelligent management and multi-generational planning of our clients' assets. We strive to offer a boutique approach to private banking, catering to the needs of affluent investors globally. 

Providing comprehensive financial services to individuals, families, family offices, and institutions of substantial wealth, is what we stand for. Our focus is on preserving, managing, and growing our clients' wealth from one generation to the next. We specialize in tailoring solutions to the complex challenges of wealth preservation and transfer.

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    Jose Joaquin Figueroa

    Managing Director–Wealth Management

    Financial Advisor

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      Jose Joaquin was a Managing Director of Private Wealth Management in New York, International Client Advisor and a multi-year Member of the Chairman’s Club at Morgan Stanley. He started his career at Morgan Stanley in 1998 in the Geneva, Switzerland, subsidiary, Banque Morgan Stanley SA, and relocated to New York PWM in 2012. Prior to Morgan Stanley, José Joaquín worked for 8 years at J.P. Morgan New York and 4 years at J.P. Morgan (Suisse) in Geneva. José Joaquín earned his B.A. with Honors from Tulane University School of Arts & Sciences and his J.D. in International Comparative Law from Tulane University School of Law.

            100 SE 2nd Street
            Suite 2500
            Miami, FL 33131
            josejoaquin.figueroa@ubs.com
            Jose Joaquin Figueroa
            100 SE 2nd Street,Miami,FL,33131
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            Armando Gonzalez

            Senior Vice President–Wealth Management

            Financial Advisor

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              Armando joins UBS from Morgan Stanley Private Wealth Management in Miami. He relocated there from Morgan Stanley’s subsidiary in Switzerland in August 2015 after spending 8 years in Geneva. Armando originally joined Morgan Stanley New York in 2006 and completed Morgan Stanley’s Analyst and Associate Training Programs in London. Armando holds a Bachelor’s degree with honors in Economics with Financial Applications and a Bachelor degree with honors in Business Administration from Southern Methodist University.

                    100 SE 2nd Street
                    Suite 2500
                    Miami, FL 33131
                    armando.gonzalez@ubs.com
                    Armando Gonzalez
                    100 SE 2nd Street,Miami,FL,33131
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                    Jose Maria de Teran

                    First Vice President–Wealth Management

                    Financial Advisor

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                      Jose Maria was an Investment Advisor at Morgan Stanley working with high and ultra high net worth individuals.  Prior to this role, Jose Maria worked at Banco Santander (Suisse) S.A. at their Trading Execution Desk. Jose María is originally from Madrid, Spain and holds a B.A. (Hons) in business from the University of Portsmouth (UK).

                            100 SE 2nd Street
                            Suite 2500
                            Miami, FL 33131
                            jose.m.deteran@ubs.com
                            Jose Maria de Teran
                            100 SE 2nd Street,Miami,FL,33131
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                            Luis Zabala Hines

                            Vice President–Wealth Management

                            Financial Advisor

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                              Luis was at Morgan Stanley Private Wealth Management In New York prior to joining UBS. He started his career at Goldman Sachs where he worked with ultra high net worth individuals. He is a CFA charter holder and holds a Bachelor of Science degree with a concentration in finance from Babson College.

                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                    luis.zabala@ubs.com
                                    Luis Zabala Hines
                                    1285 Avenue Of The Americas,New York,NY,10019
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                                    Sylvia Haltenhof

                                    Senior Client Associate

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                                      Sylvia joins us from Morgan Stanley where she supported FGG Wealth Management. Sylvia is based in Miami.

                                            100 SE 2nd Street
                                            27th Floor
                                            Miami, FL 33131
                                            sylvia.haltenhof@ubs.com
                                            Sylvia Haltenhof
                                            100 SE 2nd Street,Miami,FL,33131,100 SE 2nd Street,Miami,FL,33131
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                                            Andres Llanos

                                            Senior Client Associate

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                                              Andres joins us from Morgan Stanley where he supported FGG Wealth Management. Andres is based in New York City.

                                                    1285 Avenue Of The Americas
                                                    New York, NY 10019
                                                    andres.llanos@ubs.com
                                                    Andres Llanos
                                                    1285 Avenue Of The Americas,New York,NY,10019,1285 Avenue Of The Americas,New York,NY,10019
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                                                    Clarisa Herrera

                                                    Client Associate

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                                                            1285 Avenue Of The Americas
                                                            New York, NY 10019
                                                            clarisa.herrera@ubs.com
                                                            Clarisa Herrera
                                                            1285 Avenue Of The Americas,New York,NY,10019

                                                          Welcome to LatAm Access

                                                          A leader in wealth management

                                                          Backed by the strength of our parent company, UBS AG

                                                          $5.8+ trn

                                                          UBS Group invested assets
                                                          As of 03/31/2024

                                                          51 countries

                                                          Our global footprint

                                                          Global leader

                                                          UBS is a leading and truly global wealth manager

                                                          Pumpkin patch

                                                          Success to succession

                                                          Enabling the transfer of all you hold valuable

                                                          What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                                                          Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

                                                          Insights