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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Alexis Molina

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • MA
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SD
    • TN
    • TX
    • VA

    Alex began his career in one of the equity market’s most tumultuous times and since March of 2000 he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2013 after 8 years at Merrill Lynch and prior tenures at Morgan Stanley and Spencer Clarke. With the group's individual clientele, we emphasize asset allocation and total portfolio management with a focus on financial planning; we also help them with education funding, structures for charitable giving and estate planning. For our corporate clientele, we focus on managing risks within 401k plans, cash management, and when necessary, introductions to the investment bank at UBS. Alex is FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. 

    He lives in Armonk New York, with his wife Erica and three children Aaron, Arielle and Amelia. He sits on the board of Team Continuum, a charity that provides immediate and vital non-medical assistance to cancer patients. He has run the NYC Marathon and other endurance events in order to help raise money and awareness for the charity.

     

        • Corporate Stock Benefit Consultant
        • Wealth Advisor
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020

      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.

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      As of 06/30/2022

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