The right moves for your financial future

• CA
• CO
• DE
• FL
• GA
• NC
• NY
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• TX
• VA

Ricardo has been in the financial industry since 1993 and joined UBS in 2009. He is certified as International Private Wealth Advisor.  Ricardo and his team focus on creating customized financial plans for ultra-high net worth families that address their specific needs, wants and goals for future years and generations. The cornerstone of our business is the personal level of service we offer coupled with disciplined investment and risk management. We work for each client as if they were our own family and strive to build lasting, multi-generational relationships built on trust and superior client service.

Ricardo's hobbies are Golf & Soccer.

Areas of expertise: Advisory Programs, Private Equity, Estate Planning & Alternative Investments

• Forbes Best-in-State Wealth Advisors, 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.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Universidad Iberoamericana A.C Mexico City, B.A. Accounting
• Univesidad Iberoamericana A.C. Mexico City, Masters Degree Finance

• International Private Wealth Advisor
• FINRA Securities License 7 & 66

• CA
• CO
• FL
• MA
• SC
• SD
• TX
• VA

Juliana Victoria is a Senior Wealth Strategy Associate at UBS FS International in Miami, Coral Gables.  She began her finance career in 2000. With over 25 years of industry experience. She focuses on servicing and providing appropriate financial products solutions and giving operational support to clients. Juliana joined UBS in 2007. She worked supporting financial advisors and became a Financial Advisor herself managing a book of international clients. She relocated to UBS International in Coral Gables , where she teamed up with Ricardo Barrera’s team to help manage and service the clients.

Juliana is FINRA-registered and holds Series 7 and 63 securities licenses.

Education: EMERSON COLLEGE - Master’s degree in integrated marketing communications; EMERSON COLLEGE - B.A in Science Communication

• CA
• CO
• FL
• MO
• SD
• TX
• VA

Milade joined UBS in 2009 . She consistently demonstrates exceptional customer service and dedication to her clients. Working closely with the Team, she ensures that each client receives a personalized attention and solutions to meet their unique goals. She holds a Master of Business Administration (MBA) from the University of Miami (UM) and a Bachelor’s degree in International Business and Management from Florida International University (FIU).

Milade is fully registered, she holds Series 7 and 66 License.

In her free time, Milade enjoys running and has completed 9 half marathons. She also takes piano lessons and appreciates the beauty of music.