Understanding

Comes from experience

Ricardo D Eboli

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • KY
  • MA
  • MD
  • NH
  • NJ
  • NY
  • OH
  • PR
  • SD
  • TX
  • VA
  • VI

Education

  • Universidad de Puerto Rico, Juris Doctor: 2008
  • Brown University, Bachelor of Arts (B.A), History: 2000

Credentials

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

Email Me

Rocio Rivera

Authorized Officer

Wealth Management Associate

Registered States:
  • CA
  • CO
  • DE
  • FL
  • MD
  • NH
  • NY
  • PR
  • SD
  • WY
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Maria E Perez

Client Associate

Registered States:
  • CO
  • DC
  • FL
  • MD
  • OH
  • PR
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Isabella Garcia Toro

Client Associate

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

Email Me

Ricardo D Eboli

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • KY
  • MA
  • MD
  • NH
  • NJ
  • NY
  • OH
  • PR
  • SD
  • TX
  • VA
  • VI

Education

  • Universidad de Puerto Rico, Juris Doctor: 2008
  • Brown University, Bachelor of Arts (B.A), History: 2000

Credentials

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

Email Me

Rocio Rivera

Authorized Officer

Wealth Management Associate

Registered States:
  • CA
  • CO
  • DE
  • FL
  • MD
  • NH
  • NY
  • PR
  • SD
  • WY
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Maria E Perez

Client Associate

Registered States:
  • CO
  • DC
  • FL
  • MD
  • OH
  • PR
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Isabella Garcia Toro

Client Associate

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

Email Me