Managing Director–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Authorized Officer
Senior Wealth Strategy Associate
Education
Credentials
Authorized Officer
Senior Wealth Strategy Associate
Education
Credentials
Client Associate
Juliana holds a degree in Financial Analysis from California State University, Northridge (CSUN) graduate year 2023 and has obtained Series 7 and Series 66 licenses since joining our team. During her undergraduate studies, she gained valuable experience in real estate selling several houses, client interfacing, and market analysis. Having a passion for finance she pursued a career in wealth management shortly after graduation. Juliana has had a longstanding passion for financial news and markets enhancing her ability to stay informed about market trends and developments. Outside of professional responsibilities, Juliana enjoys exploring the outdoors and spending time with her family, friends, and animals.
Client Associate
Juliana holds a degree in Financial Analysis from California State University, Northridge (CSUN) graduate year 2023 and has obtained Series 7 and Series 66 licenses since joining our team. During her undergraduate studies, she gained valuable experience in real estate selling several houses, client interfacing, and market analysis. Having a passion for finance she pursued a career in wealth management shortly after graduation. Juliana has had a longstanding passion for financial news and markets enhancing her ability to stay informed about market trends and developments. Outside of professional responsibilities, Juliana enjoys exploring the outdoors and spending time with her family, friends, and animals.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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