The right moves for your financial future

Franco Carrasco

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

The financial markets are a calling for me. Ever since I was young, my talent has been directed to helping investors pursue their financial goals.

- Franco Carrasco, CFA®

Why work with us?

- We strive to understand the goals of each investor in terms of risk, investment horizon and other factors.

- We build portfolios that reflect the unique objectives of each investor.

- We keep investors up to date on what is going on in the economy and how it affects their portfolio.

- We are backed by UBS’s global coverage. This enables us to offer our clients potential investment opportunities both in the United States and abroad. There isn’t a cookie cutter portfolio of stocks and bonds.

- Our investment strategies adjust to fluctuations to keep our clients working towards their goals.

- We offer fair, transparent fees tied to the performance of your account.

  • francocarrasco

    Franco Carrasco

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • MA
    • MD
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • PR
    • TX

    A true calling
    Coming from a humble background, Franco was fascinated by the financial markets and blessed with the talent to understand the way they work. He believes strongly that his abilities in the financial services industry are the way he has been called to serve other people by helping them achieve their financial goals.

    Experience and dedication
    Franco worked briefly in the IT business before joining Smith Barney in 1997. He moved to UBS in 2007. As a Senior Portfolio Manager and one of the few Chartered Financial Analysts™ (CFA®) in Puerto Rico, he is the discretionary portfolio manager for long-term, risk-tolerant investors whose target is growth. Backed by the in-depth research of UBS analysts, he believes strongly in an investment (as opposed to a speculation) approach, and often invests his own funds right alongside his clients.

    Franco is proud to be leading a dedicated team who, like him, have high moral standards, a belief in fiduciary duty and a united commitment to their clients’ successful financial outcomes.

    Credentials and education

    • Senior Vice President–Wealth Management
    • Senior Portfolio Manager
    • Chartered Financial Analyst™ (CFA®)
    • Life and health insurance licenses
    • M.B.A. from the University of Massachusetts, Amherst
    • B.A. in economics from the University of Puerto Rico—Río Piedras, Magna Cum Laude (1989)

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
        • Irma Waleska López Pérez

          Irma Lopez

          Client Associate

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          • CA
          • FL
          • IL
          • MA
          • NJ
          • PR

          The right solutions
          Irma began her career as an insurance agent, but when almost all of her clients expressed a need for financial advice, she decided to train herself in the financial services industry. After joining UBS in 2015, she became a Registered Client Service Associate, where she focuses on listening empathetically to client needs and striving to help them find the right solutions.

          Credentials and education
          Irma graduated from Polytechnic University with a B.B.A. in accounting and received her M.B.A. in finance from Inter American University. She holds the Series 7 and 63 securities licenses as well as variable life insurance and annuities licenses. She continues to learn more about the financial services business by studying Wealth Management with Cannon Financial Institute and reading everything she can about financial issues.

          Outside of UBS
          On weekends, Irma walks with her husband on the beach or in Old San Juan. She also loves traveling with her family. Whenever possible, she gives back to her community by volunteering in UBS charitable activities.

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

                Enid Garcia

                Client Associate

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                  Patience and clear communication
                  One of the chief attributes of client service, Enid believes, is learning to recognize clients’ needs even before they ask about them. For her, this means communicating clearly, having the patience to really get to know a client and their family well, and demonstrating a passion for helping people.

                  Credentials and education
                  After graduating from Bayamón Central University with a B.B.A. in business administration (IT), Enid joined PaineWebber as a Client Service Associate in 1997. She became a part of the UBS team in 2016 and is currently studying to obtain the Series 7 securities license.

                  Outside of UBS
                  Enid participates in community service (in particular, Entidad al Desamparado) and takes part in the UBS Season of Service, especially if the focus is on children. She enjoys spending time with her family, going to the movies and helping with her stepfather’s health care. She also loves the challenge of baking and decorating wedding cakes and pastries.

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

                        Client Associate

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