Experience

Makes all the difference

As UBS International Financial advisors, Gomez Partners devotes its time to service and further develop their private client base of high net-worth individual investors and institutions, both domestically and internationally. Together, they bring over 50 years of combined experience in the field of finance and investments. The team’s client-driven approach to service and investments is predicated around the premise that each client’s fundamental objectives are unique, and therefore, they must structure each client’s investments accordingly.

Jorge L. Gomez, CIMA

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • NC
  • NE
  • NJ
  • NM
  • NY
  • PA
  • PR
  • SD
  • TX
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

550 Biltmore Way
Coral Gables, FL 33134

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William Gomez-Moller

Managing Director–Wealth Management

Financial Advisor

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  

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • NC
  • NE
  • NJ
  • NM
  • NY
  • PA
  • PR
  • SD
  • TX
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

550 Biltmore Way
Coral Gables, FL 33134

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Leidy Dreispiel, CAIA

Authorized Officer

Senior Wealth Strategy Associate

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

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OR
  • PA
  • PR
  • SD
  • TX
  • VA
  • WA
  • WY
550 Biltmore Way
Coral Gables, FL 33134

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Veronica C. Montanez, CIMA

Senior Wealth Strategy Associate

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

Registered States:
  • 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
550 Biltmore Way
Coral Gables, FL 33134

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Ariel Morales Reyes

Authorized Officer

Wealth Strategy Associate

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

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OR
  • PA
  • PR
  • SD
  • TX
  • VA
  • WA
  • WY
550 Biltmore Way
Coral Gables, FL 33134

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Lisandra Gil

Authorized Officer

Client Associate

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

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OR
  • PA
  • PR
  • SD
  • TX
  • VA
  • WA
  • WY
550 Biltmore Way
Coral Gables, FL 33134

Email Me