Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Lena is a Senior Vice President – Wealth Management at UBS Financial Services. She holds the CERTIFIED FINANCIAL PLANNER designation and has over 22 years of experience in helping clients with their financial life goals. She credits her past experience as a business owner in the medical industry coupled with 10 years in retail management as helping her understand the specific needs of medical professionals and business owners/ professionals.
She holds an MBA from the University of Texas Pan American (now UTRGV) and was a recipient of the Texas Business Hall of Fame Scholarship.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Lena is a Senior Vice President – Wealth Management at UBS Financial Services. She holds the CERTIFIED FINANCIAL PLANNER designation and has over 22 years of experience in helping clients with their financial life goals. She credits her past experience as a business owner in the medical industry coupled with 10 years in retail management as helping her understand the specific needs of medical professionals and business owners/ professionals.
She holds an MBA from the University of Texas Pan American (now UTRGV) and was a recipient of the Texas Business Hall of Fame Scholarship.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Irma has been in the financial service industry for over 26 years and with UBS for the past 11 years. Her knowledge and vast experience in the industry enables Irma to assist clients with account documentation, online services, asset transfers, loan documents, statements and tax documents, and various other administrative needs. Irma is known for her dedication to making the financial lives of UBS clients simpler.
Irma holds Securities Firm Series 7 license
Senior Client Associate
Irma has been in the financial service industry for over 26 years and with UBS for the past 11 years. Her knowledge and vast experience in the industry enables Irma to assist clients with account documentation, online services, asset transfers, loan documents, statements and tax documents, and various other administrative needs. Irma is known for her dedication to making the financial lives of UBS clients simpler.
Irma holds Securities Firm Series 7 license
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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