Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Manuel Melendez

Senior Vice President–Wealth Management

Financial Advisor

As a Financial Advisor, my strongest assets are the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of the risks and rewards inherent in your investments.

I entered the wealth management industry in 2004 during one of the market's most challenging periods-and over the past years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after three years at Popular Securities and a prior administrative tenure at Smith Barney from 2001 to 2003.

I approach my clients in a practical, no-nonsense way, explaining the pro's and con's of each course of action. My investment process is as down to earth as possible. I relate on a one-to-one basis with my clients using real-world examples that make sense. From the tenured investor to the novice, I create long-lasting relationships that transcend the business, making me their one-stop shop for advice.

I'm FINRA-registered and hold a Series 7 general securities license, as well as the Series 66 uniform combined state law license, life, accident and health insurance and variable annuities. My MBA in finance is from the Inter American University of Puerto Rico where I also serve on the Entrepreneurial Advisory Committee of the Metropolitan Campus. Also, I'm a member of the Investment Management Consultants Association (IMCA). Given the overall market environment, being a Member helps me keep up to date with the Industry's recent trends and evolving strategies.

I currently live in San Juan with my wife, our three children and three dogs. I'm a member of the Board of Directors of my community where I deal with issues that range from the community's design infrastructure and aesthetic maintenance to the residents' overall safety and quality of life.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 775-4367

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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