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
    • KY
    • NJ
    • NV
    • NY
    • PA
    • PR
    • RI
    • TX
    • 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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                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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                      Managing wealth in a changing world

                      Geopolitics, trade and your portfolio

                      In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

                      Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6.9 trn

                      UBS Group invested assets
                      As of 10/29/2025

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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