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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Ileana serves the needs of a wide range of clients, including high-net-worth individuals and their families, and she has extensive expertise working with business owners, especially women and minority entrepreneurs. Her knowledge of comprehensive financial planning solutions includes complex estate planning and gifting, liquidity planning, retirement planning strategies, asset management with an emphasis on dynamic asset allocation, broad market and macro research, alternative investments and cash management. She holds the Certified Exit Planning Advisor designation and enjoys helping entrepreneurs grow their businesses, manage a liquidity event and transition their ownership.
Ileana has 25 years of experience in financial and client services. As a member of the UBS Defined Contribution Advisory Group and a UBS Retirement Plan Consultant, she has a detailed background working with corporate pension and 401(k) plans.
Ileana and her husband, Dax, have two daughters, Brooke and Stella, and she spends much of her free time involved with her daughters’ gymnastics programs. Outside the office, Ileana enjoys snow skiing, vacationing in Miami and Los Angeles, and ballroom dancing (especially Latin). She is very involved in the biohacking community and actively attends their conferences, and she enjoys educating kids and younger adults about finances, the financial industry and entrepreneurship. She is also a member of the Women Leaders Association.
Ileana holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0C65429)
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Ileana serves the needs of a wide range of clients, including high-net-worth individuals and their families, and she has extensive expertise working with business owners, especially women and minority entrepreneurs. Her knowledge of comprehensive financial planning solutions includes complex estate planning and gifting, liquidity planning, retirement planning strategies, asset management with an emphasis on dynamic asset allocation, broad market and macro research, alternative investments and cash management. She holds the Certified Exit Planning Advisor designation and enjoys helping entrepreneurs grow their businesses, manage a liquidity event and transition their ownership.
Ileana has 25 years of experience in financial and client services. As a member of the UBS Defined Contribution Advisory Group and a UBS Retirement Plan Consultant, she has a detailed background working with corporate pension and 401(k) plans.
Ileana and her husband, Dax, have two daughters, Brooke and Stella, and she spends much of her free time involved with her daughters’ gymnastics programs. Outside the office, Ileana enjoys snow skiing, vacationing in Miami and Los Angeles, and ballroom dancing (especially Latin). She is very involved in the biohacking community and actively attends their conferences, and she enjoys educating kids and younger adults about finances, the financial industry and entrepreneurship. She is also a member of the Women Leaders Association.
Ileana holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0C65429)
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
