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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Michelle M. Rodriguez

Account Vice President

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:
  • AZ
  • FL
  • MD
  • NJ
  • NY
  • OK
  • PA
  • PR
  • TX
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 250-2038

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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