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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
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.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
