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
  • WV

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

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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