$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
Our Commitment to Puerto Rico
Modernizing our office for our clients and employees
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.
Education
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.
Education
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.
Client Associate
Client Associate
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.
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
More than 160 years
offering financial advice
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
