Reliable experience. Trusted relationships.

The Americas Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices.

Our seasoned team, with more than 30 years of experience, will create a comprehensive plan that includes your post-liquidity investment strategies and wealth transition goals. Backed by the extensive resources of UBS, we offer comprehensive wealth management focused entirely on you, your family, and your legacy.

Our disciplined approach to investment management and our detailed processes in wealth protection, enhancement and trans-fer will help you explore opportunities to grow and preserve what you have built. We are dedicated to helping you prepare for the next phase of your life.

Start the conversation

Understanding you personally and professionally is our priority. You‘ve reached a certain level of success, you deserve a certain level of service.
- Jorge L. Gomez

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jorge L. Gomez, CIMA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- NC
- NE
- NJ
- NM
- NY
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Jorge joined PaineWebber in 1996 after a 14-year career in international banking and investing. In addition, he served on the prestigious FA Advisory Council (FAAC) as a representative voice for more than 6,000 Financial Advisors at UBS. He was also a member of the UBS Alternative Investment Advisory Council.

Professional credentials and education
- Series 7, 63, 65 and 31 securities licenses
- CIMA® (Certified Investment Management Analyst) certification, Wharton School of Business
- International Private Wealth Advisor
- Family Office Consultant
- Registered Investment Adviser
- M.B.A., B.S., finance, University of Miami.
- Executive development programs, Wharton School of Business, University of Pennsylvania and the Darden School of Business, University of Virginia.
Outside of UBS, Jorge is a past President of the University of Miami Citizens Board, and Ex-Officio member of the University Of Miami Board Of Trustees. He is a member of the Orange Bowl Committee serving as Vice Chairman of the Investment Committee and a member of the investment committee of Legal Services Chapter of Greater Miami.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
550 Biltmore Way
Coral Gables, FL 33134
William Gomez-Moller

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- NC
- NE
- NJ
- NM
- NY
- PA
- PR
- SD
- TX
- VA
- WA
- WY
William joined UBS in 2014 after working for three years in the hedge fund industry. Earlier in his career, William worked as an options trader and an investor relations/marketing professional for PEAK6.

Professional credentials and education
- Series 7, 56 and 66 securities licenses
- B.S., psychology and business, Northwestern University
- Financial Planning Top 40 Financial Advisors Under 40, 2024The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
550 Biltmore Way
Coral Gables, FL 33134
Leidy Dreispiel, CAIA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Leidy joined UBS in May of 2005. She has continued to pursue knowledge and professional accreditation to deepen her understanding of her business and to serve her clients better.

Professional credentials and education
- Series 7, 66 and 3 securities licenses
- Chartered Market Technician designation (demonstrates proficiency in a broad range of topics in the field of technical analysis)
- CAIA (Chartered Alternative Investment Analyst designation in 2011. The CAIA charter is a globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments
- M.B.A., University of Florida
- B.S., finance, Florida International University
550 Biltmore Way
Coral Gables, FL 33134
Veronica C. Montanez, CIMA

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MI
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Veronica joined UBS in 2010 after five years of experience in accounting. She has continued to pursue knowledge and professional accreditation to deepen her understanding of her business and to serve her clients better.

Professional credentials and education
- Series 7, 63 and 65 securities licenses
- CIMA® (Certified Investment Management Analyst) certification at the Wharton School of Business.
- B.A., international business, Florida International University
550 Biltmore Way
Coral Gables, FL 33134
Ariel Morales Reyes

Authorized Officer

Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Ariel has over 3 years of industry experience. Ariel Joined UBS in 2016. After working at UBS for three years he joined our team as a registered CSA to assist in client servicing, trading execution and documentation. His expertise is in account opening for complex structures, as well as all other aspects of client servicing.

Professional credentials and education
- Series 7 and 66 securities licenses
- M.B.A Finance Florida International University
- B.A., from Florida International University
550 Biltmore Way
Coral Gables, FL 33134
Lisandra Gil

Authorized Officer

Client Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Lisandra has over 5 years of industry experience. Lisandra joined UBS in 2015. She has extensive experience in client operations and is dedicated to providing world-class service to our clients.

Professional credentials and education
- Series 7 and 66 securities licenses
- B.S., in Accounting from College of Business and Technology
550 Biltmore Way
Coral Gables, FL 33134

Jorge L. Gomez, CIMA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- NC
- NE
- NJ
- NM
- NY
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Jorge joined PaineWebber in 1996 after a 14-year career in international banking and investing. In addition, he served on the prestigious FA Advisory Council (FAAC) as a representative voice for more than 6,000 Financial Advisors at UBS. He was also a member of the UBS Alternative Investment Advisory Council.

Professional credentials and education
- Series 7, 63, 65 and 31 securities licenses
- CIMA® (Certified Investment Management Analyst) certification, Wharton School of Business
- International Private Wealth Advisor
- Family Office Consultant
- Registered Investment Adviser
- M.B.A., B.S., finance, University of Miami.
- Executive development programs, Wharton School of Business, University of Pennsylvania and the Darden School of Business, University of Virginia.
Outside of UBS, Jorge is a past President of the University of Miami Citizens Board, and Ex-Officio member of the University Of Miami Board Of Trustees. He is a member of the Orange Bowl Committee serving as Vice Chairman of the Investment Committee and a member of the investment committee of Legal Services Chapter of Greater Miami.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
550 Biltmore Way
Coral Gables, FL 33134
William Gomez-Moller

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- NC
- NE
- NJ
- NM
- NY
- PA
- PR
- SD
- TX
- VA
- WA
- WY
William joined UBS in 2014 after working for three years in the hedge fund industry. Earlier in his career, William worked as an options trader and an investor relations/marketing professional for PEAK6.

Professional credentials and education
- Series 7, 56 and 66 securities licenses
- B.S., psychology and business, Northwestern University
- Financial Planning Top 40 Financial Advisors Under 40, 2024The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
550 Biltmore Way
Coral Gables, FL 33134
Leidy Dreispiel, CAIA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Leidy joined UBS in May of 2005. She has continued to pursue knowledge and professional accreditation to deepen her understanding of her business and to serve her clients better.

Professional credentials and education
- Series 7, 66 and 3 securities licenses
- Chartered Market Technician designation (demonstrates proficiency in a broad range of topics in the field of technical analysis)
- CAIA (Chartered Alternative Investment Analyst designation in 2011. The CAIA charter is a globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments
- M.B.A., University of Florida
- B.S., finance, Florida International University
550 Biltmore Way
Coral Gables, FL 33134
Veronica C. Montanez, CIMA

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MI
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Veronica joined UBS in 2010 after five years of experience in accounting. She has continued to pursue knowledge and professional accreditation to deepen her understanding of her business and to serve her clients better.

Professional credentials and education
- Series 7, 63 and 65 securities licenses
- CIMA® (Certified Investment Management Analyst) certification at the Wharton School of Business.
- B.A., international business, Florida International University
550 Biltmore Way
Coral Gables, FL 33134
Ariel Morales Reyes

Authorized Officer

Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Ariel has over 3 years of industry experience. Ariel Joined UBS in 2016. After working at UBS for three years he joined our team as a registered CSA to assist in client servicing, trading execution and documentation. His expertise is in account opening for complex structures, as well as all other aspects of client servicing.

Professional credentials and education
- Series 7 and 66 securities licenses
- M.B.A Finance Florida International University
- B.A., from Florida International University
550 Biltmore Way
Coral Gables, FL 33134
Lisandra Gil

Authorized Officer

Client Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MN
- NC
- NE
- NJ
- NM
- NY
- OR
- PA
- PR
- SD
- TX
- VA
- WA
- WY
Lisandra has over 5 years of industry experience. Lisandra joined UBS in 2015. She has extensive experience in client operations and is dedicated to providing world-class service to our clients.

Professional credentials and education
- Series 7 and 66 securities licenses
- B.S., in Accounting from College of Business and Technology
550 Biltmore Way
Coral Gables, FL 33134

Wealth planning

A road map for long-term financial goals

As anyone who has ever built a business knows, you have to start with a plan. The same is true of your personal finances. Our integrated wealth management planning approach seeks to understand your specific needs and make sure that your financial decisions reflect both short term desires and long term goals. We have the resources to help you and your family address the specific and uncommon issues that come with personal and business success.

Empowering informed financial decisions
Our planning process begins with a series of meaningful conversations focused on understanding your personal and professional financial goals. We then work with you to establish a comprehensive financial plan that prioritizes those goals. We view this as a business plan for your personal life, creating metrics to measure success and providing context for all important financial decision-making.

Working with your family or your family office
In conjunction with the UBS Global Family Office group, we seamlessly integrate comprehensive wealth management with institutional-level business solutions for family offices. In addition, our Family Advisory group offers advice on family decision making, business and generational transitions, wealth transfer and family office governance.

Multi-generational strategies
A family governance system helps you navigate the intersection of family, business, finance and legacy continuity. Issues such as estate planning, business leadership transition and family fairness can best be addressed through a structured process. We work with families to facilitate building strategies that serve current generations and are flexible enough for the needs of future generations.

Estate planning strategies and transitioning wealth
We have the experience and the network to address the complexities of your estate planning needs. We may be able to help with protecting your assets or business ownership, reducing estate tax exposure through the use of lifetime gift tax exclusions, transitioning wealth to future generations or pursuing philanthropic endeavors

Investment management

Helping you protect principal and achieve your priorities

We pride ourselves on matching your goals and objectives with a highly personalized financial plan and investment strategy.

Our investment approach is grounded in preserving the wealth you have worked so hard to build. We believe that tapping the deep insights of UBS combined with independent due diligence, diversification, and risk monitoring are the foundation of a comprehensive plan.

Liquidity, longevity and legacy
With a goal-oriented approach to your portfolio, we look at your entire financial life and manage your investments the way you intuitively think of money. By separating assets specific to maintaining your lifestyle from those earmarked for your legacy, we create separate allocations for the capital you’ll need to meet specific goals or within certain timeframes. This approach allows us to align your strategy with your longevity, liquidity and legacy objectives along the timetable that is right for you.

Open access to custom investment solutions
With our open access to an array of financial solutions both within and outside of UBS, we have experience positioning our clients to seize the opportunities of an unpredictable market. Our direct access to the global resources of UBS benefits you with timely perspectives, customized investment management and a fully-integrated suite of financial solutions. We offer the insights you need to make wise financial decisions.

Focused on asset allocation and mitigating risk
Through our comprehensive due diligence and planning process, we can determine your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that maintains an opportunistic eye toward investments and changes in the market. The foundation of our investment strategies comes from the expertise of both internal and external sources, combined in an integrated and systematic process:

UBS economists and research analysts provide daily insights and unbiased views across all key markets
Investment strategists leverage these insights to identify important market risks and opportunities
Senior investment professionals across UBS and our global network determine the best course of action

Alternative investments
We can incorporate alternative investments such as hedge funds, private equity and real estate into portfolios where appropriate. We may use low volatility hedge funds to help mitigate risk or long/short hedge funds as part of an equity allocation. In addition, we opportunistically seek out income-oriented private equity deals as a way to generate enhanced income in today’s low interest rate environment.

Exceptional service

Working toward building trusted relationships

We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms.

We believe our level of caring and understanding has earned our clients’ lifelong trust. It has created strong bonds across generations. Our goal is to simplify your financial life with a clear and consistent approach to managing your wealth so that we can be helpful in every aspect of your life.

Integrated services with a personal touch
Exemplary service is essential to a successful relationship. Clients rely on our client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information, or simplify daily financial and investment issues, from setting up online services to handling financial statements.

Count on us to be:

Proactive – we’re ahead of the curve to meet and exceed your expectations
Accessible – responsive and quick to resolve any issue, we’re here for you for every need, large or small
Collaborative – our team works closely together, providing regular contact that keeps you informed
Confidential – we build client trust by being discreet and by ensuring confidentiality

Executive team coordination
We foster a close working relationship with your executive team of trusted advisors, such as your CPA, attorney, insurance agent or other financial professionals. In that way, we can coordinate all perspectives into one integrated approach. Because of the level of service we provide, we have the experience and specific expertise necessary to handle your complex needs.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Reliable experience. Trusted relationships.

Pursuing your goals together

Jorge L. Gomez, CIMA

William Gomez-Moller

Leidy Dreispiel, CAIA

Veronica C. Montanez, CIMA

Ariel Morales Reyes

Lisandra Gil