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
  • MA
  • NC
  • NJ
  • NY
  • OK
  • 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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

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