Insight-based advice

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.

International Space Station

Joseph Guerrero

Senior Vice President–Wealth Management

It’s easier to make the right decisions when you’re guided by advice you can trust—advice that’s focused on what matters most to you.

That’s why my first priority is to talk with you about your personal and professional financial goals. And I’ll maintain that open dialogue so that the course of action we decide on is relevant and reflects your life and circumstances today, but also looks strategically toward the future.

I will partner with you to create a fully integrated plan for managing your wealth. Backed by the broadest selection of resources from within UBS and our external partners, I will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles as we work together over time.


Personal & Community

  • Member Mayacoo Lakes Country Club
Registered States:
  • AL
  • AZ
  • CA
  • DE
  • FL
  • GA
  • NC
  • NJ
  • NY
  • SC
  • TN
  • TX
  • VT

Education

  • Bachelor of Science in Business Administration, The University of Florida

Credentials

  • Portfolio Manager
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
  • (561) 776-2542

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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

Insights