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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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