Understanding

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 

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

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

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

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.