Lasting relationships. For all that matters

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.

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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.

Kathleen "Kate" Reilley

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- 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, 2024, 2025The 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, 2024, 2025The 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, 2024, 2025The 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 2500
Miami, FL 33131

k.reilley@ubs.com

Kathleen "Kate" Reilley

100 SE 2nd Street,Miami,FL,33131
Manuel Coroalles, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- 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, 2024, 2025The 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, 2024, 2025The 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
Joshua Ian Knickerbocker

Authorized Officer

Wealth Strategy Associate
View bio
- FL
- NJ
- 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
Sydney Sariol

Client Associate
View bio
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

Kathleen "Kate" Reilley

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- 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, 2024, 2025The 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, 2024, 2025The 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, 2024, 2025The 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 2500
Miami, FL 33131

k.reilley@ubs.com

Kathleen "Kate" Reilley

100 SE 2nd Street,Miami,FL,33131
Manuel Coroalles, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- 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, 2024, 2025The 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, 2024, 2025The 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
Joshua Ian Knickerbocker

Authorized Officer

Wealth Strategy Associate
View bio
- FL
- NJ
- 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
Sydney Sariol

Client Associate
View bio
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.

House View Monthly

A leading global wealth manager

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Kathleen "Kate" Reilley

Manuel Coroalles, CFP

Joshua Ian Knickerbocker

Sydney Sariol