Knowledge

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Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships. The relationships we build value trust and good communication as well as a local Florida presence.

Carlos A. Pou

First Vice President–Wealth Management

Financial Advisor

With over 25 years in the securities industry, Carlos began his career at Paine Webber after receiving his BA witha degree in Finance from the Carroll School of Management at Boston College. 11 years later Carlos found his home at UBS where he is now First Vice President and is certified as a Wealth Advisor. His experience has taught him to always be attentive to the markets and the economy. Constantly reviewing clients accounts, Carlos looks over UBS vast research and product platforms to take advantage of the next opportunity for his clients.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • NC
  • NH
  • NY
  • OH
  • PR
  • RI

Education

  • Carroll School of Management at Boston College, BA with a degree in Finance

Credentials

  • Wealth Advisor
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Xavier A. Aguayo

Senior Vice President–Wealth Management

Financial Advisor

The thrill of having a role in a person's life is what drives me the most. My lifelong talent is listening to people and becoming their trusted advisor. Every financial recommendation comes from a consultative thought process. I serve wealthy individuals who are serious about enhancing their standard of living and want to optimize their financial lives. I approach my clients in an educational manner and emphasize the areas of financial planning and strategic wealth planning.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

William J. Serralles

Senior Vice President–Wealth Management

Financial Advisor

I enjoy playing a significant role in the financial well being of families and corporations. My early focus on equities and my experiences on Wall Street have made me a better risk manager. I take time to thoroughly analyze each case before making any recommendations. My areas of focus are strategic planning and tactical decision making. My service model is a fully integrated platform, catering primarily to high and ultra high net worth families and corporations.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NV
  • NY
  • OH
  • PR
  • SC
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Eduardo Caban

Senior Vice President–Wealth Management

Financial Advisor

Before becoming a Financial Advisor, Eduardo Caban was a key member of the UBS Consulting Division, serving a large array of institutional and individual Ultra High Net Worth clients with their portfolio construction and management requirements. Eduardo has a keen eye for areas where he and his team can add value and takes great satisfaction in providing excellent advice and in becoming a trusted advisor.

Registered States:
  • AR
  • CA
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • VI

Credentials

  • Certified Investment Management Analyst®
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships. The relationships we build value trust and good communication as well as a local Florida presence.

Carlos A. Pou

First Vice President–Wealth Management

Financial Advisor

With over 25 years in the securities industry, Carlos began his career at Paine Webber after receiving his BA witha degree in Finance from the Carroll School of Management at Boston College. 11 years later Carlos found his home at UBS where he is now First Vice President and is certified as a Wealth Advisor. His experience has taught him to always be attentive to the markets and the economy. Constantly reviewing clients accounts, Carlos looks over UBS vast research and product platforms to take advantage of the next opportunity for his clients.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • NC
  • NH
  • NY
  • OH
  • PR
  • RI

Education

  • Carroll School of Management at Boston College, BA with a degree in Finance

Credentials

  • Wealth Advisor
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Xavier A. Aguayo

Senior Vice President–Wealth Management

Financial Advisor

The thrill of having a role in a person's life is what drives me the most. My lifelong talent is listening to people and becoming their trusted advisor. Every financial recommendation comes from a consultative thought process. I serve wealthy individuals who are serious about enhancing their standard of living and want to optimize their financial lives. I approach my clients in an educational manner and emphasize the areas of financial planning and strategic wealth planning.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

William J. Serralles

Senior Vice President–Wealth Management

Financial Advisor

I enjoy playing a significant role in the financial well being of families and corporations. My early focus on equities and my experiences on Wall Street have made me a better risk manager. I take time to thoroughly analyze each case before making any recommendations. My areas of focus are strategic planning and tactical decision making. My service model is a fully integrated platform, catering primarily to high and ultra high net worth families and corporations.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NV
  • NY
  • OH
  • PR
  • SC
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Eduardo Caban

Senior Vice President–Wealth Management

Financial Advisor

Before becoming a Financial Advisor, Eduardo Caban was a key member of the UBS Consulting Division, serving a large array of institutional and individual Ultra High Net Worth clients with their portfolio construction and management requirements. Eduardo has a keen eye for areas where he and his team can add value and takes great satisfaction in providing excellent advice and in becoming a trusted advisor.

Registered States:
  • AR
  • CA
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • VI

Credentials

  • Certified Investment Management Analyst®
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me