Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our Commitment to Puerto Rico
A modern office for our clients and employees
Vice President–Wealth Management
Sonia began her career in the financial services industry in 1981 and as a FINRA registered financial advisor, she holds the Series 7,63 & 65 Licenses and her Life, Health, Long-Term Care and Variable Annuities Insurance Licenses. She understands the importance of establishing and growing strong relationships with the clients she serves, and as such, her clients value her opinion and the services she provides. Sonia aims to become her clients' trusted advisor for all of their financial needs. She serves a broad range of affluent clients, including self-employed professionals, individuals, families and corporate executives. Her primary focus is on her clients' financial and retirement planning needs. Sonia lives in San Juan, Puerto Rico and has two adult children.
Education
Vice President–Wealth Management
Sonia began her career in the financial services industry in 1981 and as a FINRA registered financial advisor, she holds the Series 7,63 & 65 Licenses and her Life, Health, Long-Term Care and Variable Annuities Insurance Licenses. She understands the importance of establishing and growing strong relationships with the clients she serves, and as such, her clients value her opinion and the services she provides. Sonia aims to become her clients' trusted advisor for all of their financial needs. She serves a broad range of affluent clients, including self-employed professionals, individuals, families and corporate executives. Her primary focus is on her clients' financial and retirement planning needs. Sonia lives in San Juan, Puerto Rico and has two adult children.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
