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$2.8 trillion
In invested assets globally
As of 06/30/2022
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
I have more than 15 years in the financial services industry. Prior to join UBS, I worked as an internal auditor for Banco de Ponce, as an audit manager for García & Malavé Accounting Firm, and as an Executive Vice President for Banco Cooperativo.
My clients need to know that I understand their concerns and that I will conduct financial analysis to compute the effectiveness of the implemented financial strategies. I will do all necessary to help them navigate the uncertain times investments may offer. I monitor their financial well-being and provide them with information to make sure we have covered all details on the strategies discussed to ensure appropriate asset allocation as required to executing the set plans while observing their risk tolerance. I believe that the direct contact with my clients drives client satisfaction.
Education
Senior Vice President–Wealth Management
I have more than 15 years in the financial services industry. Prior to join UBS, I worked as an internal auditor for Banco de Ponce, as an audit manager for García & Malavé Accounting Firm, and as an Executive Vice President for Banco Cooperativo.
My clients need to know that I understand their concerns and that I will conduct financial analysis to compute the effectiveness of the implemented financial strategies. I will do all necessary to help them navigate the uncertain times investments may offer. I monitor their financial well-being and provide them with information to make sure we have covered all details on the strategies discussed to ensure appropriate asset allocation as required to executing the set plans while observing their risk tolerance. I believe that the direct contact with my clients drives client satisfaction.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
