Keep on track with the right financial advice

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Pensive Man On Boat

Manuel Monasterio, CPWA, CEPA, AAMS

Senior Vice President–Wealth Management

Personal & Community

  • Board Member of Santa Fe Estate Planning Council
  • President of the New Mexico Duke Alumni Club
  • Born in Bilbao, Spain. Married 25 years to Rebecca Monasterio, father of a son and a daughter. Enjoy Fly Fishing and Cooking.

CA License #0G09852

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Education

  • B.A. Psychology, Duke University

Credentials

  • Accredited Asset Management Specialist
  • Wealth Advisor
141 East Palace Avenue
Coronado Building
Santa Fe, NM 87501
  • (505) 989-5111

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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