A plan for today, tomorrow and generations to come

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.

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Jose D. Mendez

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.

Registered States:
  • FL
  • PR

Education

  • BA in Accounting, University of Puerto Rico
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Three generations in apple orchard

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A leading global wealth manager

UBS Year Ahead 2025

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.

Read the report

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As of 06/30/2024

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