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.

Adult couple on cell phone

Michelle M. Rodriguez

Vice President–Wealth Management

Financial Advisor

In 2011, I began my professional career at UBS as a Financial Advisor. My goal is to ensure clients are getting the services they expect from our team. I concentrate on designing personalized, need-based strategies for my clients, aimed mainly at young professionals and entrepreneurs.

I am FINRA-registered and hold Series 7 and 66 securities as well as licenses for life, accident and variable annuities. 

My M.B.A in Finance and Bachelor’s degree in Accounting are from the Interamerican University of Puerto Rico.

Registered States:
  • FL
  • MD
  • PR
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings