An experienced and committed team

Vision and values

We aim to be the premier Private Wealth Advisory team globally, recognized for our excellence in providing tailored solutions to affluent clients, fostering multi-generational financial success.

Our team attributes this to our core values:

1. Specialty: We are committed to maintaining our extensive knowledge and experience in international and domestic Private Wealth Management.

2. Client-Centric: Our clients' needs and goals are at the center of everything we do.

3. Integrity: We uphold the highest ethical standards in all our interactions and decisions.

4. Collaboration: We work as a cohesive team, leveraging our diverse skills and backgrounds to provide the best solutions.

5. Innovation: We continuously seek innovative approaches to address the evolving challenges of wealth management.

Jose Joaquin Figueroa

Managing Director–Wealth Management

Financial Advisor

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

Email Me

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

Armando Gonzalez

Senior Vice President–Wealth Management

Financial Advisor

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

Email Me

armando.gonzalez@ubs.com
Armando Gonzalez
100 SE 2nd Street,Miami,FL,33131

Jose Maria de Teran

First Vice President–Wealth Management

Financial Advisor

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

Email Me

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

Luis Zabala Hines

Vice President–Wealth Management

Financial Advisor

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

Email Me

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

Sylvia Haltenhof

Senior Client Associate

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

Email Me

sylvia.haltenhof@ubs.com
Sylvia Haltenhof
100 SE 2nd Street,Miami,FL,33131,100 SE 2nd Street,Miami,FL,33131

Andres Llanos

Senior Client Associate

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

Email Me

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

Clarisa Herrera

Client Associate

1285 Avenue Of The Americas
New York, NY 10019

Email Me

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

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