$5+ trillion
In invested assets globally
As of 11/07/2023
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
I take pride in developing comprehensive financial plans for my clients. Since 2002, I have gained the knowledge and experience essential to educating clients about their portfolios and for developing financial plans according to their individual goals and objectives. Retirement planning, stock option plans, and Rule 144 issues are my primary areas of concentration. My hobbies include spending time with family, weightlifting, basketball, taekwondo, and traveling. I am also involved with the Hispanic Heritage Foundation.
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager