Experience

In close collaboration with you, our goal is to help you gain financial efficacy and optimization calling upon the advisory and brokerage capabilities that UBS offers as a global Wealth Management Leader.

“We strive to provide you the best financial advice delivered with the highest standards of care and service so you can focus on your life, business, hobbies, family and passions.  We will stand by you and help you be confident of the future in the most trying and uncertain times as I have done for all my clients since 1999.”

Professional history

David joined UBS as Vice President of Investments in March 2007. He was later promoted to Senior VP of Investments and obtained a UBS designation of Wealth Advisor. As a Wealth Advisor, the objective is to provide customized wealth management services to ultra high net worth clients, corporations and non-for-profit organizations. 

Prior to UBS, David worked at firms such as Oriental Bank and Trust, and Oriental Financial Services, Inc.

Education

David Rojas obtained a B.B.A. with majors in Management and Marketing at Loyola University, New Orleans, Louisiana in 1994 and moved to San Juan, Puerto Rico where he began his professional career.

Kaplan University, Financial Planning Certificate 2005-2006

Licenses and certifications

David holds FINRA 7, 66 and SIE licenses.

Professional history

Isabel began working in financial services customer service in 2000.  

Education

Isabel Torres obtained a B.B.A. in Business Administration from the University of Puerto Rico, Río Piedras Campus.

Tasks

• Delivers and adds much value in managing all our clients’ and operation’s day-to-day needs.
   
• Strives to provide the best service experience to our clients with checking, credit card, electronic fund transfers, online services, and account statement inquiries, as well as UBS tax document delivery, meeting requests, account reviews, and coordination of services. 

• Online services training for our clients.

Isabel is always available to help, guide and add value with any UBS need.

Professional history

Lilliam began working in the financial services industry in 2024.  

Education

Lilliam Montalvo obtained a M.B.A. in Business Administration at the Ana G Mendez University System, Cupey Campus.

Tasks

• Provides team with support, guidance, and continued education in streamlining technological and regulatory processes.

• Acts as a facilitator for, and actively empowers, our clients to make the most of the breadth of services offered by UBS.

• Assists our team in administration and management support.

Client service is Lilliam’s craft.