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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Jaime has more than 35 years of financial services experience. Prior to joining UBS, he held positions at Joseph E. Seagram & Sons, General Foods Corporation and Benton & Bowles Advertising Agency. As a Financial Advisor, Jaime uses his knowledge to help his clients with their wealth management needs. Jaime has experience in education and retirement planning, tax-advantaged investing and the development of estate planning strategies. He works to understand their goals and help them develop, implement and monitor customized strategies.
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
Jaime has more than 35 years of financial services experience. Prior to joining UBS, he held positions at Joseph E. Seagram & Sons, General Foods Corporation and Benton & Bowles Advertising Agency. As a Financial Advisor, Jaime uses his knowledge to help his clients with their wealth management needs. Jaime has experience in education and retirement planning, tax-advantaged investing and the development of estate planning strategies. He works to understand their goals and help them develop, implement and monitor customized strategies.
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
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
