Global access. Strategic solutions.

Private Wealth Management

Pencil and ruler on blueprints

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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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.

  • Ed Levin photo

    Ed Levin

    Managing Director–Wealth Management

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    • AZ
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    Ed began his financial services career in 1987 as a commercial lender.  Later, in 1992, he moved to Kidder Peabody, a predecessor firm to UBS, where he worked with some of the largest institutional fixed income accounts.  During this time, he developed specialized skills advising in the managing of portfolios for some of the largest municipalities and financial institutions.

    Using these same institutional focused skills, Ed now provides high net worth individuals and families a sophisticated approach to investing. At Levin Wealth Management, he and his team specialize in partnering with financially successful families to ensure a multi-generational legacy through estate and financial planning, individualized investment management, and a focus on risk management.  The team utilizes the global resources of UBS, the world’s largest wealth manager, to develop the customized investment strategy that will ensure our client’s success. 

    UBS has recognized Ed’s leadership, experience, and expertise by selecting him to serve on the UBS Financial Advisor Advisory Council (FAAC).  The FAAC is a select group of 14 Financial Advisors who address issues and concerns at UBS in order to help UBS Advisors to better serve their clients’.

    Outside of work, Ed is equally passionate about his involvement in the Orange County non-profit community.  He has served his synagogue in many capacities, including president.  He also volunteered for seven years as vice president of finance for a local independent day school and a member of the executive committee.  Ed is currently the chair of the Finance committee for the Orange County Jewish Community Foundation and serves on the executive and general board.  In addition, he is a strategic advisor to numerous other organizations, where his financial guidance and insight help shape business plans and objectives.

    Ed has earned the Series 3 (Futures), 7 (General Securities) and 63 (Blue Sky/Investment Advisor) securities licenses. Ed has completed and earned the UBS designation as Portfolio Manager within the Portfolio Management Program.  He is insurance-licensed in multiple states including California, New York, Massachusetts, and Michigan.

    • Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • John Vazquez

        John Vazquez, CAP

        Senior Vice President–Wealth Management

        Financial Advisor

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        John is the founder and head of the Vazquez Monasterio Wealth Management Group, and he oversees portfolio management and investment strategy. He is a Senior Portfolio Manager for the UBS Portfolio Management Program, managing investment assets for clients across the United States. A financial advisor and portfolio manager since 1983, he built his practice mostly in the Washington, DC area before moving to New Mexico in 2002. John maintains the Chartered Advisor in Philanthropy® designation, making him qualified to advise charitable clients on their philanthropic ambitions.

        He graduated from the College of William and Mary in 1981 with a BA in Economics. John is an avid skier, cyclist, and supporter of the arts of New Mexico.

        CA License #0H47497

        • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            141 East Palace Avenue
            Coronado Building
            Santa Fe, NM 87501
          • Manuel Monasterio

            Manuel Monasterio, CPWA, CEPA, AAMS

            Senior Vice President–Wealth Management

            Branch Manager

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            Manuel focuses on delivering comprehensive wealth management services to the clients of the team. His experience and expertise are grounded in advanced wealth strategies, such as tax planning, asset protection, executive compensation, stock options, business planning, retirement planning, charitable giving, and estate planning. He maintains the CPWA® designation, having completed formal training delivered by the Investment Management Consultants Association® (IMCA®) at The University of Chicago Booth School of Business. Manuel leads UBS Santa Fe as its Branch Manager, giving him direct access to the firm’s thought leadership and decision-making.

            He began his financial services career in 2002, serving as a Financial Advisor and Branch Manager at both Wachovia Securities and A.G. Edwards & Sons. Prior to that he ran his own business and worked in international management. Since joining UBS in 2008 he has gained a deep understanding of financial planning, completing the firm’s prestigious Wealth Advisor training as well as obtaining the Accredited Asset Management Specialist℠ and Certified Exit Planning Advisor designations. He also maintains his Series 3, 7, 9, 10, and 66 securities as well as life and long-term care insurance licenses.

            Within the community, he serves on the Board of the Santa Fe Community Foundation. Born in Bilbao, Spain, Manuel is a graduate of Duke University and resides in Santa Fe with his wife and two children. Outside of the office he enjoys fly fishing and cooking.

            CA License #0G09852

                  141 East Palace Avenue
                  Coronado Building
                  Santa Fe, NM 87501
                • Christine McCabe

                  Christine McCabe

                  Director

                  Team Administrator

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                  • AZ
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                  Christine has been an employee at UBS Financial Services Inc. for over 25 years. Christine started her career as a Client Service Associate in Wellesley, MA after graduating from the University of New Hampshire with a Bachelor of Science degree in Business Administration. For the past 20+ years she has been in various management positions for the UBS Santa Fe, Albuquerque, Scottsdale and Tucson offices. Most recently before joining Vazquez Monasterio Wealth Management as our Team Administrator she was the Administrative Manager for the UBS Camelback Complex located in Phoenix and Scottsdale, AZ. Christine oversees the management of all team operations and administrative processes. Christine’s tenure provides our clients with access to an extensive understanding of UBS Wealth Management capabilities and services.

                  Christine currently maintains the Series 7, 63, 65, 9, 10 and Life, Health and Variable Annuity Insurance licenses. Christine lives in Scottsdale with her husband Shaw and son Connor. They enjoy family vacations, cooking, and attending Connor's baseball games.

                        4800 N Scottsdale Road
                        Suite 4500
                        Scottsdale, AZ 85251
                      • Susan Pena Lund Profile Photo

                        Susan Lund

                        Authorized Officer

                        Senior Wealth Strategy Associate

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                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • IN
                        • MA
                        • MD
                        • MI
                        • MT
                        • NC
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                        • NV
                        • NY
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                        • OK
                        • OR
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                        Susan is the Sr. Wealth Strategy Associate on the team and provides operational and administrative support.  She supports Ed with a focus on holistic wealth management strategies that include Financial Planning, Banking, Insurance and all aspects of delivering a wealth management plan.  She assists with the preparation of reports and other materials for client meetings.  She provides support for client relationship building and business development. 

                        Susan began her financial services career in 1992 working for a major West Coast financial services firm.  Susan became licensed to trade in the commodities markets and assisted in opening and managing a small commodities boutique firm in 1995.  Susan began her career with UBS Financial Services in 1999 to work with a corporate cash management group.  Susan joined Ed Levin's team in 2001 and specializes in corporates, municipals, Agencies, mortgages, non-dollar securities, and fixed income portfolio analytics.  Susan is Series 3 (Futures), 7 (General Securities) and 63 (Blue Sky/Investment Advisor) licensed by FINRA.  Susan is insurance licensed in the State of California.  Outside of the office Susan spends her time with her husband, children and grandchildren

                        "For all the things we cannot control within wealth management, there is one thing we can control: client service. Our goal is to provide our clients with a world-class level of service."

                              888 San Clemente Drive
                              Suite 300
                              Newport Beach, CA 92660
                            • Mary Maestas

                              Mary Maestas

                              Senior Client Associate

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                              Mary leads the team’s client service side as its Senior Registered Client Service Associate, working closely with the group to ensure a seamless client experience. She oversees account opening and maintenance as well as client meetings, asset transfers, new clients, and the delivery of financial statements. She plays an essential role in the financial planning process, assisting with all aspects of our clients’ financial life. With a high-touch, personalized approach to all client interactions, Mary is the primary point-of-contact for Vazquez Monasterio Wealth Management.

                              With over 25 years of industry experience, Mary leverages her knowledge to educate clients on the services and capabilities unique to UBS. She began her financial services career at Smith Barney in 1995 before moving to Morgan Stanley in 2000. Since 2004 she has continued to deliver exceptional client service at UBS and feels that our clients deserve the best. Mary maintains the Series 7, 24, and 63 securities licenses.

                              Mary has been married to her husband Bryan since 1994, with whom she has a daughter, Marisa. Outside of the office Mary enjoys the great outdoors, traveling, and spending time with her family.

                                    141 East Palace Avenue
                                    Coronado Building
                                    Santa Fe, NM 87501

                                  Wealth, from your point of view

                                  Change your community. Change the world.

                                  Change your community. Change the world.

                                  Executive decisions

                                  Executive decisions

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager