Sophisticated solutions to help streamline your financial life.

At the Ricardo D. Eboli Wealth Management Group, we understand the opportunities, and challenges, that can accompany significant wealth. We work with a select number of successful individuals, business owners and multigenerational families, providing them with customized solutions that align with what’s most important to them. Our team of experienced professionals focus on helping you streamline and simplify all dimensions of your financial life, no matter how complex. Whether you are planning for a business exit or looking to structure a lasting legacy for future generations, we will help you define, and then craft, a holistic wealth plan that works for today, and well into the future.

Our collaborative relationships are grounded in a deep understanding of your goals, priorities and aspirations—and are backed by the team’s excellent and responsive service. Drawing on our decades of experience in the local market, we can guide you through the complexities, as well as the opportunities, that define Puerto Rico’s unique investment landscape. We can also connect you to local tax and legal professionals, to ensure a seamless experience. Above all, we stand ready to help you nurture and protect the wealth that you have built.

We’re sincere and concise with our clients. After listening and understanding your needs, we provide the course of action that we believe it’s in your best interest. Our ideal clients are focused on leading meaningful lives with lasting legacies.

- Ricardo Eboli

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

The depth and breadth of UBS

In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.

The depth and breadth of UBS

Your family’s enduring legacy

family legacy

Your family’s enduring legacy

Planning for the life of your business

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Planning for the life of your business

Smart planning for executives

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Smart planning for executives

family legacy

With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and pursue your generational wealth objectives.

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Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

smart planning

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

Defining your priorities. Pursuing what matters.

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Global insights to guide you

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Strategic investment management

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Planning for the future with confidence

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Ricardo Eboli

    Ricardo D Eboli

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • KY
    • LA
    • MA
    • MD
    • MI
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PR
    • SD
    • TX
    • UT
    • VA
    • VI

    Ricardo takes a collaborative approach, working closely with tax and legal professionals as well as UBS specialists in order to understand clients’ goals and help simplify the complexity of today’s global markets through clear, actionable strategies. Having worked at UBS Puerto Rico for the past 20 years, Ricardo has been helping clients solve the financial complexities particular to different jurisdictions. As a Wealth Advisor, Ricardo offers his select group of High Net Worth clients a highly tailored experience that has resulted in long-lasting and in some cases multi-generational relationships.

    “We’re sincere and concise with our clients. After listening and understanding your needs, we provide the course of action that we believe it’s in your best interest. Our ideal clients are focused on leading meaningful lives with lasting legacies.”

    Ricardo and the team prioritize understanding on the needs of their clients in order to provide access to key experts and resources within UBS. Our main goal is to provide our clients with best in class resources and solutions for their specific situation.

    Experience
    After graduating in 2000, Ricardo has spent his entire career in financial services.
    Joined UBS in November 2002

    Accomplishments
    Wealth Advisor designation
    UBS Private Wealth Accreditation
    B.A. Degree, History, Brown University.
    Juris Doctor, University of Puerto Rico 

      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 de Puerto Rico, Juris Doctor: 2008
      • Brown University, Bachelor of Arts (B.A), History: 2000
      • Private Wealth Advisor
      250 Munoz Rivera Avenue
      A.I Plaza, 16th Floor
      San Juan, PR 00918
      ricardo.eboli@ubs.com
      Ricardo D Eboli
      250 Munoz Rivera Avenue,San Juan,PR,00918
    • Rivera Rocio 2023

      Rocio Rivera

      Authorized Officer

      Senior Wealth Strategy Associate

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      • CA
      • CO
      • DE
      • FL
      • MA
      • MD
      • NH
      • NY
      • PR
      • TX

      Rocio has been with the UBS family for the past 25 years. She is FINRA-registered and holds the Series 7, 66 and 9 as well as life and variable annuity insurance licenses. She became a Certified Financial Planner CFP® in 2005. She has been working with Ricardo Eboli for the past 15 years. Rocio’s areas of focus include the development of customized asset allocations strategies and investment solutions for clients, support Ricardo Eboli in client building and business development in growing the business. Also, she is the Team Leader for Eboli’s team as well as being member of the local office Team Associate coaches for the past 6 years. Her hobbies are watching documentaries and spending time with her rescue dog, Carambolo.

       

      BBA in Marketing, University of Puerto Rico

      MBA in Management, University of Phoenix

        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

            250 Munoz Rivera Avenue
            A.I Plaza, 16th Floor
            San Juan, PR 00918
            rocio.rivera@ubs.com
            Rocio Rivera
            250 Munoz Rivera Avenue,San Juan,PR,00918
          • Maria Perez

            Maria E Perez

            Client Associate

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            • CO
            • FL
            • MD
            • PR

            Maria Elena has been with the UBS family for the past 25 years. She is FINRA-registered and holds the Series 7 Securities license. 

            In the past, she has served in the UBS Team Associate Advisory Council for two years. She joined Ricardo Eboli’s team in 2020 to be a partner in optimizing operational efficiencies. Maria Elena is the Head of Operations in Ricardo Eboli’s team. She is proud to provide best in class client experience and support the financial advisor’s business development.

            Maria Elena graduated from the University of Tampa and lives in San Juan, PR with her son and her dog, Cookie.

            Bachelor in Science, University of Tampa
            Member of the UBS Team Associate Advisory Council 2012-2014
            Team Associate Coach for 2010-2016

              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

                  250 Munoz Rivera Avenue
                  A.I Plaza, 16th Floor
                  San Juan, PR 00918
                  maria.perez@ubs.com
                  Maria E Perez
                  250 Munoz Rivera Avenue,San Juan,PR,00918
                • Isabella Garcia

                  Isabella Garcia Toro

                  Client Associate

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                    Isabella has been working with Ricardo Eboli for the past 3 years.  She plays a significant role in the team providing world class client experience through active communication, anticipation and fulfillment of needs, attention to detail and quick inquiry resolution for clients.  She is the administrative partner helping Ricardo in business development and all marketing efforts. 

                    BA, Villanova University
                    Juris Doctor, University of Puerto Rico School of Law

                      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

                          250 Munoz Rivera Avenue
                          A.I Plaza, 16th Floor
                          San Juan, PR 00918
                          isabella.garciatoro@ubs.com
                          Isabella Garcia Toro
                          250 Munoz Rivera Avenue,San Juan,PR,00918
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                          Maria Eugenia Diaz "Maru"

                          Authorized Officer

                          Client Associate

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                            Maria Eugenia Diaz has been with the UBS family for the past 21 years. She joined Ricardo Eboli’s team in 2023 to play an important role in servicing our clients and providing operational support. She is proud to provide best in class client experience and support the financial advisor’s business development.  Maria Eugenia graduated from the University of Puerto Rico-Mayaguez.

                              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

                                  250 Munoz Rivera Avenue
                                  A.I Plaza, 16th Floor
                                  San Juan, PR 00918
                                  mariae.diaz@ubs.com
                                  Maria Eugenia Diaz "Maru"
                                  250 Munoz Rivera Avenue,San Juan,PR,00918

                                Our insights

                                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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