The right moves for your financial future

Private Wealth Management

Value Proposition

As part of your dedicated team at UBS, we specialize in developing and maintaining customized financial plans tailored to the unique needs, goals, and aspirations of ultra-high net worth families. Our collaborative approach ensures that every aspect of your financial life is thoughtfully addressed—not just for today, but for generations to come.

At the heart of our work is a commitment to delivering highly personalized service, supported by disciplined investment strategies and proactive risk management. We treat each client relationship with the same care and attention we would offer our own families, striving to build enduring, multi-generational partnerships grounded in trust and exceptional service.

We invite you to connect with us to explore how our team can help you build and preserve your legacy. Let’s start the conversation.

 

True Wealth is not just about money, but about peace of mind - a great financial advisor helps you achieve both goals

- Ricardo Barrera UBS

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.

  • RB

    Ricardo Barrera Villar

    Managing Director–Wealth Management

    International Private Wealth Advisor

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    • CA
    • CO
    • DE
    • FL
    • IL
    • MO
    • NY
    • SC
    • SD
    • 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • 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
    550 Biltmore Way
    Coral Gables, FL 33134
    ricardo.barrera@ubs.com
    Ricardo Barrera Villar
    550 Biltmore Way,Coral Gables,FL,33134
  • Juliana

    Juliana Victoria

    Director

    Senior Wealth Strategy Associate

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    • 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

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          550 Biltmore Way
          Coral Gables, FL 33134
          juliana.victoria@ubs.com
          Juliana Victoria
          550 Biltmore Way,Coral Gables,FL,33134
        • Milade

          Milade Kaik

          Associate Director

          Wealth Strategy Associate

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          • 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.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                550 Biltmore Way
                Coral Gables, FL 33134
                milade.kaik@ubs.com
                Milade Kaik
                550 Biltmore Way,Coral Gables,FL,33134
              • Andrea Santos-Morales

                Managing Director

                Head Wealth Planning

                Andrea is responsible for the UBS International Wealth Planning offering for the firm's US booking center. She and her team of Wealth Planners work with ultra-high net worth international clients of UBS and their advisors in developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth across generations and borders. Andrea is also the Wealth Planner in charge of Mexico, Central and Northern Latin America. 

                Education
                Andrea attended University of London at Kings College where she obtained her Master's Degree (L.L.M) in International Business Law. She received her J.D. from Universidad Panamericana, Mexico City. Andrea is fluent in Spanish and speaks Portuguese.

                Professional History
                Prior to joining UBS in October 2013, Andrea worked in International Wealth Management/Private Client Services at the Bank of New York Mellon. She was a Manager at Ernst & Young International Tax Services Division and worked in the Mexico City and São Paulo offices. She was an associate at the Mexican law firm of Creel Garcia-Cuellar, Aiza and Enriquez.

                Affiliations
                Andrea is a member of the Society of Trust and Estate Practitioners (STEP).
              • Carlos Nogues

                Associate Director

                Regional Sales Director

                Years of investment industry experience: 9
                Education: Florida International University (US), BBA

                Carlos is Regional Sales Director covering the UBS International Channel for UBS Asset Management. He is responsible for representing and delivering the full range of Equity. Fixed Income, and Alternatives products and our International Financial Advisors and clients at Wealth Management. 

                Carlos joined UBS Asset Management in 2016 as a Trade Specialist, supporting our Separately Managed Accounts Platform, before moving to the GWM Client Coverage Sales Team as a Product Specialist.

                Carlos attended Florida International University where he graduated with a degree in Business Administration and obtained the CFA Charter in 2019.
              • David Starkmann

                Senior Relationship Manager UHNW Mexico

                David Starkmann is a Client Advisor servicing sophisticated UHNW Latin American investors at UBS Switzerland AG in Zurich. He has 13 years of wealth management experience specializing in advising and managing sizable fortunes of important Mexican families.

                Prior to joining UBS Switzerland in 2023, David served as an Investment Advisor responsible for Mexico and Guatemala at Deutsche Bank Hamburg (2010-2013) & Geneva (2014-2017) and as a Relationship Manager for Mexico at UBS Asesores Mexico.
                He started his career as a graduate Trainee at Deutsche Bank in 2007 and served as Advisor for wealthy clients in Germany (2008-2009).

                David holds a Bachlor Degree of Economic Science from the Friedrich-Alexander University in Erlangen (Germany), USA and is additionally a Certified Wealth Management Advisor registered in Switzerland. 

              House View Monthly

              A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.

              06 March 2025

              Father and daughter hiking in fields

              Navigating opportunities across your enterprise

              Adult children with parents

              Dividing wealth across generations

              Businessman on phone in front of window

              The good news is, you’re succeeding

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              More than 160 years

              offering financial advice

              $6 trn

              UBS Group invested assets
              As of 12/31/2024

              51 countries

              Our global footprint

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