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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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
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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
