A plan for today, tomorrow and generations to come

Segal Sanchez Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Boardwalk ocean

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Federico Sanchez Profile Photo

    Federico Sanchez

    Senior Vice President–Wealth Management

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    Rank
    • CO
    • DC
    • FL
    • GA
    • IL
    • NC
    • NJ
    • NV
    • NY
    • PA
    • SC
    • TN

    Federico is a founding partner of Segal Sánchez Wealth Management and a Senior Vice President within UBS Wealth Management. Recognized for an accomplished career and commitment to service, Federico was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016. For over three decades, Federico has worked in wealth management, providing institutional-level financial and investment consulting to affluent families, business owners and executives. Federico and his team work closely with their clients, providing a disciplined approach to wealth preservation through proper planning and implementation of customized investment plans, developing strategic wealth transfer strategies, estate planning and lending solutions.

    Federico is a graduate of the American University’s Kogod School of Business in Washington, D.C., where he earned a B.S. degree in business administration. Federico is active in numerous organizations, having served on the boards of the Mercy Hospital Foundation, the Zoological Society of Florida and the Coral Gables Chamber of Commerce. He is currently a Fellow & Board Member at the Kampong of the National Tropical Botanical Garden. He and his wife, Mary, reside in Coconut Grove, FL.

     

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • American University’s Kogod School of Business, B.S. Business Administration
    • Wealth Advisor
    100 SE 2nd Street
    Suite 2400
    Miami, FL 33131
  • Pamela Rhodes Profile Photo

    Pamela Segal Rhodes

    Senior Vice President–Wealth Management

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    Rank
    • CO
    • DC
    • FL
    • GA
    • IL
    • NC
    • NJ
    • NV
    • NY
    • PA
    • SC
    • TN

    Pam is a founding partner of Segal Sánchez Wealth Management and a Senior Vice President and Portfolio Manager within UBS Wealth Management. With a deep commitment to establishing long-term, multigenerational relationships, Pam is proud to have served as an honorary "CFO" for multiple families—primarily across Dade, Broward and Palm Beach counties in Florida—for over two decades. Pam works personally with each of her families to establish financial, retirement and estate plans in the context of a comprehensive investment strategy with the primary goal of asset preservation. Pam develops relationships with individual family members over multiple generations, resulting in consistency and a deep knowledge of each family’s unique dynamics.

    Pam earned a B.A. in finance from Boston University and an M.B.A. in finance from the University of Miami. Outside of the office, she is involved in many local and national organizations. Pam and her husband, Kobi, live in Wellington, FL with their two children.

     

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Forbes/SHOOK Top Women Wealth Advisors, 2019, 2020, 2021, 2022
    • Working Mother and SHOOK Research Top Wealth Advisor Moms, 2019
    • Boston University, B.A. Finance
    • University of Miami, M.B.A. Finance
    • Portfolio Manager
    100 SE 2nd Street
    Suite 2500
    Miami, FL 33131
  • Patricia Delgado Profile Photo

    Patricia Delgado

    Team Administrator

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    • FL

    Prior to joining UBS and Segal Sánchez Wealth Management, Patricia served as the assistant to the CEO of a well-known South Florida company in the construction and remodeling industry. While there, she gained management experience and important organizational and communication skills at the corporate level.

    Patricia manages all team operations and acts as a service and administrative liaison for clients of Segal Sánchez Wealth Management. She helps ensure a fluid, pleasant and one-of-a-kind client experience. Patricia, who earned a B.A. in international business from Florida International University, holds the Series 7 and 66 securities licenses. She resides in Miami with her husband, David, and their twins, Cooper and Natalia. She is fluent in English and Spanish.

     

      • Florida International University, B.A. International Business
        100 SE 2nd Street
        Suite 2400
        Miami, FL 33131
      • Olivia Sanchez Profile Photo

        Olivia Elisabeth Sanchez

        Client Service Associate

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          Prior to joining UBS and Segal Sánchez Wealth Management, Olivia was a Commercial Insurance Advisor for Brown & Brown Insurance in Miami, FL. She is a 2015 graduate from Florida State University, with a B.S. degree in retail merchandising and product development with a minor in business administration. She holds the Florida 2-20 Property and Casualty General Lines Insurance License.

          Olivia is dedicated and responsible for providing clients with the highest level of service and account maintenance. In addition to playing a key role in relationship building, she assists with the administrative aspects of the team’s property and casualty insurance business.

          Olivia was born and raised in Key Biscayne, FL and is a 2011 alumnus of the Ransom Everglades School in Coconut Grove. She is active in the community and serves as the Social/Networking Chair for HYPE (Helping Young Professionals Engage), which is part of the Greater Miami Chamber of Commerce. She is fluent in English and conversational Spanish.

           

            • Florida State University, B.S. Retail Merchandising and Product Development
              100 SE 2nd Street
              Suite 2400
              Miami, FL 33131
            Multigenerational planning

            Multigenerational planning

            The rising generation in a new world

            The rising generation in a new world

            Education financing

            Education financing

            A way forward

            Understanding your life, your wealth and what you want to accomplish.

            We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

            Let's talk about how we can help you plan for the life you want

            Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

            Backed by the strength of UBS

            A global leader in wealth management

            $3.3 trillion

            In invested assets globally 
            As of 12/31/2021

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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