Reliable experience. Trusted relationships.

Gomez Partners

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.

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

    Jorge L. Gomez, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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    • 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, 2022The 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.

        550 Biltmore Way
        Coral Gables, FL 33134
      • William Gomez-Moller

        William Gomez-Moller

        Vice President–Wealth Management

        Financial Advisor

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        • 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  

              550 Biltmore Way
              Coral Gables, FL 33134
            • Leidy Barrios Dreispiel

              Leidy Dreispiel, CAIA

              Senior Wealth Strategy Associate

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              • 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

                    Veronica C. Montanez, CIMA

                    Senior Wealth Strategy Associate

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                    • 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

                          Ariel Morales Reyes

                          Wealth Strategy Associate

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                          • 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

                                Lisandra Gil

                                Client Associate

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                                • 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
                                    Farm

                                    Wealth planning

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                                    Investment management

                                    Exceptional service

                                    Exceptional service

                                    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

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

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