Lasting relationships. For all that matters

Generational Family on Beach

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.

Boardwalk ocean

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.

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    Kathleen "Kate" Reilley

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA

    Experience:

    Over 30 years of experience in the financial services industry; Joined UBS in 1988

    Previous Work Experience:

    Smith Barney, Vice President, E.F. Hutton Investment Executive, South Caicos Reef Diving Lodge, Limited Partner, Realty World, Realtor, Warehouse Entertainment Complex Manager

    Past & Present Community Involvement:

    Chair, City of South Miami Pension Board, Banyans Townhomes Board President, City of Hope South Florida Business Women's Award for Philanthropy, Guest Panelist Miami Herald Making Money Symposium, Animal Welfare Humanitarian Award, Trustee Member Miami-Dade County Beacon Council, Children's Resources Board Member, International Women's Show Board Member Sponsor and Organizer for Woman of Influence Award. Board Member Women's Chamber of Commerce, Greater Miami Chamber of Commerce, Association for Retarded Citizens

    • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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, 2023, 2024The 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.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Dowling College, B.A. Humanities
    • Senior Portfolio Manager
    100 SE 2nd Street
    Suite 2400
    Miami, FL 33131
    k.reilley@ubs.com
    Kathleen "Kate" Reilley
    100 SE 2nd Street,Miami,FL,33131
  • Manuel Coroalles Profile Photo

    Manuel Coroalles, CFP

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA

    Experience:

    Over 20 years of experience in the financial industry; Joined UBS in 2002

    Previous Work Experience:

    University of Miami Adjunct Professor, Consultant, Barclays Bank Private Banker, Barclays Bank Credit Analyst, Merrill Lynch Investment Associate

    Past Community Involvement:

    University of Miami Citizens Board, Belen Jesuit Preparatory Advisory Council, Bristol Tower Board President, City of Hope Latin Entertainment Industry Executive Committee, Financial Planning Association of South Florida, Miami Chamber of Commerce, UBS Miami Coordinator for Juvenile Diabetes Research Foundation, Miami Herald Contributor

    Personal:

    Enjoys spending time with his wife and son; as well as being the dugout coach for his son's baseball team, travelling and golf

    Languages:

    English and Spanish

    California Insurance License Number: 0I51643

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.

    • University of Miami, M.B.A. Finance and International Business Concentration
    • University of Miami, B.B.A. Finance
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    • Wealth Advisor
    • Retirement Plan Consultant
    100 SE 2nd Street
    Suite 2500
    Miami, FL 33131
    manuel.coroalles@ubs.com
    Manuel Coroalles, CFP
    100 SE 2nd Street,Miami,FL,33131
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    Joshua Ian Knickerbocker

    Authorized Officer

    Wealth Strategy Associate

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    • FL
    • NY

    Experience:

    Joined UBS in 2016 as a Private Wealth
    Management Intern, and upon graduation in 2017, he
    joined the Reilley Coroalles Wealth Management Group
    as a Client Service Associate


    Community Involvement: Member of the Executive
    Committee of FIU’s Young Alumni Network, serves on
    the Alumni Development Subcommittee,
    which focuses on networking and the professional
    development of young alumni


    Personal:

    Enjoys going to the gym, playing tennis
    and basketball, and exploring new restaurants

      • Florida International University Honors College, B.A. Business Management
      • Florida International University, Certificate, International Trade and Investment
        100 SE 2nd Street
        Suite 2500
        Miami, FL 33131
        joshua.knickerbocker@ubs.com
        Joshua Ian Knickerbocker
        100 SE 2nd Street,Miami,FL,33131
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        Sydney Sariol

        Client Associate

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          Experience:

          Joined UBS and the Reilley Coroalles Wealth
          Management Group as a Client Service Associate in
          2022

          Previous Community Involvement:

          Tropical Audubon Society in Miami, Shelter Health Outreach Program,
          Penn Appetit


          Personal:

          Enjoys cooking and baking, playing soccer,
          traveling, and attending local farmer's markets

          Languages:

          English, Spanish

            • University of Pennsylvania, B.A., History
              100 SE 2nd Street
              Suite 2500
              Miami, FL 33131
              sydney.m.sariol@ubs.com
              Sydney Sariol
              100 SE 2nd Street,Miami,FL,33131

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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            Your life, wealth and future

            Your life, wealth and future

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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