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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
I have been in the wealth management business for over 33 years. During that time I have empowered my clients to invest their wealth in all types
of market situations and manage risk wisely to meet their financial goals. I joined UBS in 1984 after a prior tenure in Shearson Financial Services. I have been a member of the UBS recognition club since 1999. My daughter, Michelle Rodríguez, has teamed up with me. We believe the best results start by having a plan that is customized for each client and that we can agree to execute together.
With our clients, we emphasize on a comprehensive analysis of their assets, Financial Goal Analysis and capital preservation through a comprehensive financial planning approach. We also help them with structures for charitable giving, estate and retirement income planning. I am FINRA-registered and hold Series 7 and 63 securities as well as licenses for life, accident and variable annuities.
I hold a Bachelor’s degree in Business from the Interamerican University of Puerto Rico. I enjoy spending time with my family, fishing and boating.
Senior Vice President–Wealth Management
I have been in the wealth management business for over 33 years. During that time I have empowered my clients to invest their wealth in all types
of market situations and manage risk wisely to meet their financial goals. I joined UBS in 1984 after a prior tenure in Shearson Financial Services. I have been a member of the UBS recognition club since 1999. My daughter, Michelle Rodríguez, has teamed up with me. We believe the best results start by having a plan that is customized for each client and that we can agree to execute together.
With our clients, we emphasize on a comprehensive analysis of their assets, Financial Goal Analysis and capital preservation through a comprehensive financial planning approach. We also help them with structures for charitable giving, estate and retirement income planning. I am FINRA-registered and hold Series 7 and 63 securities as well as licenses for life, accident and variable annuities.
I hold a Bachelor’s degree in Business from the Interamerican University of Puerto Rico. I enjoy spending time with my family, fishing and boating.
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
