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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.

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Ileana Dominguez, CIMA

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)

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 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 America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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

Education

  • Bachelors of Science in Finance and Real Estate, California State University Northridge

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager
  • Certified Exit Planning Advisor
2475 Village View Drive
Suite 150
Henderson, NV 89074
  • (702) 567-4174

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