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$7 trn
UBS Group invested assets
As of 12/31/2025
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
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.
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.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$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
