Let's move forward. Together.

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.

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Nelson T. Rodriguez

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.

Registered States:
  • FL
  • MD
  • PA
  • PR
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 250-3670

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