A plan for today, tomorrow and generations to come

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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Maria Teresa Torruella

Account Vice President

I joined UBS in January of 2002; after a decade working in various sales and marketing roles, giving me over 17 years of experience in the financial services industry. I believe that personalized service is essential when selecting the appropriate financial plan for my clients. Each plan must reflect their personal and business circumstance and help them build wealth over the long-term.

I focus on assisting my clients with developing comprehensive and diversified investment strategies, income management, financial planning, retirement income planning, as well as credit lines and estate planning, in order to create multi-generation wealth preservation. I am FINRA-registered and hold Series 7 & 66 Securities Licenses as well as insurance licenses for life, accident and variable annuities. Additionally, I have completed all Certified Financial Planner courses with the College for Financial Planning®.

I earned my Bachelor’s degree in Marketing and International Business from Bentley University in Boston in 1991 and I regularly support diverse charities that are related to children. In my spare time, I enjoy traveling, reading and spending quality time with my family.

Registered States:
  • AL
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • KS
  • LA
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • PR
  • TN
  • TX
  • VA
  • VI
  • WA

Education

  • Bachelor’s degree in Marketing and International Business, Bentley University in Boston
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 250-3652

Email Me

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.

  • Aziris M. Quinones Profile picture

    Aziris M. Quinones

    Client Associate

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      Aziris is responsible for leading the team’s client service and administration efforts. She brings a unique perspective to her role. She approaches every relationship with empathy, understanding and a commitment to helping clients move successfully through financial challenges toward their goals.

      Her responsibilities include account opening and maintenance, daily requests, card services, issuing checks, several banking transactions, wire transfers, Estate account processes, and many other essential activities.

       

      Professional History:

      • Aziris joined PaineWebber/UBS in 1997 and has over 24 years of experience in the financial services industry.
      • Prior to UBS, Aziris worked at Banco Santander as a wire operator and DeanWitter as Investmet assistant from 1992 until 1997

       

      Education & Credentials:

      • Bachelor of Science, Business Administration from the InterAmerican University of Puerto Rico

      Personal life

      • Born and raised in San Juan, Puerto Rico, Aziris is the second of four children.
      • Currently, she is in Cupey, has two children, Sophia and Charlie, four dogs, a chicken and rooster, “Pollo y Pollina.”
      • In her free time, Aziris participates in many volunteer programs, and spends time with her family

        

        • Interamerican University, BS in Business Adminitration
          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918

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