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.
Education
Credentials
Let's connect
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.
Education
Credentials
Let's connect
Authorized Officer
Wealth Management Associate
Authorized Officer
Wealth Management Associate
Client Associate
Client Associate
Client Associate
Client Associate
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
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
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.
Education
Credentials
Let's connect
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.
Education
Credentials
Let's connect
Authorized Officer
Wealth Management Associate
Authorized Officer
Wealth Management Associate
Client Associate
Client Associate
Client Associate
Client Associate
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
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
Email Me
