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

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

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A leading global wealth manager

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Donor-advised funds

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.

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Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

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UBS is a leading and truly global wealth manager

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