Family. Wealth. For generations

Architect in studio

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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“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

  • Ricardo

    Ricardo D Eboli

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • KY
    • MA
    • MD
    • NH
    • NJ
    • NY
    • OH
    • PR
    • SD
    • TX
    • 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 approximately 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 Eboli


    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 from University of Puerto Rico 2008.

      • 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
    • Rocio

      Rocio Rivera

      Authorized Officer

      Wealth Management Associate

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      • CA
      • CO
      • DE
      • FL
      • MD
      • NH
      • NY
      • PR
      • SD
      • WY

            250 Munoz Rivera Avenue
            A.I Plaza, 16th Floor
            San Juan, PR 00918
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            Maria E Perez

            Client Associate

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            • CO
            • DC
            • FL
            • MD
            • OH
            • PR

                  250 Munoz Rivera Avenue
                  A.I Plaza, 16th Floor
                  San Juan, PR 00918
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                  Isabella Garcia Toro

                  Client Associate

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                          250 Munoz Rivera Avenue
                          A.I Plaza, 16th Floor
                          San Juan, PR 00918

                        What did the Fed say?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager