$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
Financial Advisor
Priscilla has been in the financial services industry since January of 2011. Prior to joining UBS, Priscilla was a Financial Advisor at Morgan Stanley in Boca Raton, Florida, where she focused on investment consulting and relationship management. She also gained experience working with both the business aspects of the medical and legal fields. Priscilla worked for the Department of Pathology in Delray Medical Hospital. She also helped manage a family-owned medical practice. In addition, she spent some time working in the legal field with a franchise attorney, in Miami, Florida. Priscilla was recruited by UBS in March of 2013.
Priscilla, a South Florida native, is a Cuban American, fluent in both English and Spanish. She majored in English and Criminology with a history minor from the University of Miami, graduating Cum Laude. She then earned her Master's in Business Administration from Nova South Eastern University with honors. Priscilla has also earned the industry designation of being a CERTIFIED FINANCIAL PLANNER (CFP®), a Chartered Retirement Planning Counselor (CRPC®) and a Certified Divorce Financial Analyst (CDFA®).
Priscilla has lived in Palm Beach County since 1998. In her spare time, she enjoys spending time with her family and friends. Priscilla is an active member of the Paso Fino Horse Association and American Black Angus Association. In addition, she is also a past president for Broward County Delta Delta Delta Alumni.
Priscilla enjoys giving back through participating in several volunteer and community service organizations. She has served as a Captain for the annual Leukemia and Lymphoma Society Walk, as well as for the St. Jude Walk. Priscilla has been an active volunteer with the Florence Fuller Child Development Centers, which is dedicated to helping economically disadvantaged children, since 1999. She hosts annual Halloween and winter holiday events for 35 children in the Boca Raton UBS branch.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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