An experienced and committed team

A true calling
Coming from a humble background, Franco was fascinated by the financial markets and blessed with the talent to understand the way they work. He believes strongly that his abilities in the financial services industry are the way he has been called to serve other people by helping them achieve their financial goals.

Experience and dedication
Franco worked briefly in the IT business before joining Smith Barney in 1997. He moved to UBS in 2007. As a Senior Portfolio Manager and one of the few Chartered Financial Analysts™ (CFA®) in Puerto Rico, he is the discretionary portfolio manager for long-term, risk-tolerant investors whose target is growth. Backed by the in-depth research of UBS analysts, he believes strongly in an investment (as opposed to a speculation) approach.

Franco is proud to be leading a dedicated team who, like him, have high moral standards, a belief in fiduciary duty and a united commitment to their clients’ successful financial outcomes.

Credentials and education

• Senior Vice President–Wealth Management
• Senior Portfolio Manager
• Chartered Financial Analyst™ (CFA®)
• Life and health insurance licenses
• M.B.A. from the University of Massachusetts, Amherst
• B.A. in economics from the University of Puerto Rico—Río Piedras, Magna Cum Laude (1989)

Our lives are deeply connected to our families, values, and the legacy we choose to leave behind. Navigating these connections can be both enriching and challenging. By delving into the right questions, we can build the path forward together.

As a dedicated UBS Financial Advisor, I specialize in helping individuals and businesses navigate the complexities of wealth management, investment planning, and financial security. Currently, I am enhancing my skills as a Financial Advisor by partnering with the Franco Carrasco, CFA team, adding a strong foundation in financial principles, market analysis, and wealth management strategies tailored to each client's needs.

My focus is on creating customized financial strategies that align with your goals, whether you are planning for retirement, growing your investments, or securing your financial future. With client-fist approach, I prioritize transparency, trust, and professionalism.

The right solutions
Irma began her career as an insurance agent, but when almost all of her clients expressed a need for financial advice, she decided to train herself in the financial services industry. After joining UBS in 2015, she became a Registered Client Service Associate, where she focuses on listening empathetically to client needs and striving to help them find the right solutions.

Credentials and education
Irma graduated from Polytechnic University with a B.B.A. in accounting and received her M.B.A. in finance from Inter American University. She holds the Series 7 and 63 securities licenses as well as variable life insurance and annuities licenses. 

Outside of UBS
On weekends, Irma walks with her husband on the beach or in Old San Juan. She also loves traveling with her family. Whenever possible, she gives back to her community by volunteering in UBS charitable activities.