Your life. Your wealth. Your future.

Pursue what matters most

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.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Federico A Lopez

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CO
    • CT
    • FL
    • GA
    • NJ
    • NV
    • NY
    • PA
    • PR
    • VA
    • VI

    Role: First Vice President Wealth Management

    Education and Credentials: 

    • B.S., Business Administration, Fordham University
    • Series 7, Series 66-S63/65 Combo licenses

    Professional History:

    Joined UBS in 2003 and became a member of Lopez Wealth Management Group as a Financial Advisor. Having worked at UBS for over 20 years, Federico specializes in comprehensive financial planning, investment planning and investment management. His approach is client-centered, focusing on understanding each client’s unique financial situation and providing personalized strategies for long-term financial stability and success.

    Federico holds the General Securities Representative License, Series 7 and the Uniform Combined State Law License, Series 66. In Puerto Rico, he holds insurance and annuity licenses, including life, health, disability, and variable annuities.

    Federico enjoys fishing with his son Sebastian and is an avid athlete.

     

    Registered States:

    CT
    FL
    GA
    NJ
    NY
    PA
    PR
    VA
    VI

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
          federico.lopez2@ubs.com
          Federico A Lopez
          250 Munoz Rivera Avenue,San Juan,PR,00918
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          Alejandro Y. Calderon

          Director

          Senior Wealth Strategy Associate

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          • FL
          • GA
          • NJ
          • NY
          • PA
          • PR
          • VI

          Role: Senior Wealth Strategy Associate

          Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.

          Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).

          Professional History:

          Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients. His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. In 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.

          Alejandro holds FINRA industry licenses including Series 7 and Series 66 as well as life insurance and variable annuity licenses.

          Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.

                Home Worker FL
                Home Worker FL, FL 000
                alejandro.calderon@ubs.com
                Alejandro Y. Calderon
                Home Worker FL,Home Worker FL,FL,000
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                Isabella Garcia Toro

                Client Associate

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                  • Role: Client Service Associate
                  • Responsibilities: 
                    • With a legal background, Isabella's areas of expertise include records management, research and and data analysis, and account opening processes for personal, corporate and trust accounts. 
                  • Education:
                    • Juris Doctor, University of Puerto Rico, School of Law, San Juan, PR (May 2015)
                    • Bachelor of Arts in English and Women’s Studies Villanova University, Villanova, PA (May 2012)
                  • Professional History:
                    • Before joining UBS in January 2020, Isabella dedicated her time to a non-profit organization dedicated to rebuilding houses after Hurricane Maria.
                    • Isabella's experience include various internships in legal industry, as an associate in the Litigation Department at renowned Law Firm in Puerto Rico and Summer Associate the years prior. 

                        250 Munoz Rivera Avenue
                        A.I Plaza, 16th Floor
                        San Juan, PR 00918
                        isabella.garciatoro@ubs.com
                        Isabella Garcia Toro
                        250 Munoz Rivera Avenue,San Juan,PR,00918
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                        Widaliz Arroyo

                        Client Associate

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                                250 Munoz Rivera Avenue
                                A.I Plaza, 16th Floor
                                San Juan, PR 00918
                                widaliz.arroyo@ubs.com
                                Widaliz Arroyo
                                250 Munoz Rivera Avenue,San Juan,PR,00918

                              A focus on personalized access and service

                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                              Three generations in apple orchard

                              Turn possibilities into a plan

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                              A leading global wealth manager

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                              The good news is, you’re succeeding

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                              Tariffs, volatility and your portfolio

                              Are you ready?

                              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $6 trn

                              UBS Group invested assets
                              As of 12/31/2024

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a leading and truly global wealth manager

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