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$2.8 trillion
In invested assets globally
As of 06/30/2022
Envisioning a plan to connect you to your objectives.
At the heart of my approach to managing your wealth is a single-minded focus on getting to know you and your aspirations in every aspect of your life. Working with you in a collaborative partnership that goes beyond financial planning, I specialize in using your vision of the future to develop a personalized wealth management plan for what you want to achieve and in building the connections you need to make it happen.
Senior Vice President–Wealth Management
Financial Advisor
Since 1991 Steve brings experience to managing wealth for individuals, families and business owners. His comprehensive approach to financial planning and portfolio management is based on getting to know his clients personally and understanding their goals in the broadest context of their lives. With a focus on the Hispanic community that is grounded in his Hispanic background and fluency in Spanish, he provides guidance on financial and non-financial matters, and uses his extensive network of contacts to connect clients to other trusted professionals to help them pursue their goals.
Education
Senior Vice President–Wealth Management
Financial Advisor
Since 1991 Steve brings experience to managing wealth for individuals, families and business owners. His comprehensive approach to financial planning and portfolio management is based on getting to know his clients personally and understanding their goals in the broadest context of their lives. With a focus on the Hispanic community that is grounded in his Hispanic background and fluency in Spanish, he provides guidance on financial and non-financial matters, and uses his extensive network of contacts to connect clients to other trusted professionals to help them pursue their goals.
Education
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
