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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
First Vice President–Wealth Management
Financial Advisor
I began my career in one of the market's most prosperous years and over the past two decades I have helped clients manage their wealth through good times and bad. I joined UBS in 2007 after more than 15 years at Smith Barney and prior tenures at Citigroup. Many of my clients are Latinos who have successfully transitioned to life in the United States, as I have. With all of my clients I emphasize proper asset allocation, total portfolio management, and the importance of education funding and estate planning.
I am a FINRA-registered financial advisor and hold Series 7 and 66 licenses as well as life insurance and variable annuities licenses. Additionally, I hold an MBA in Marketing and Finance from the Inter American University of Puerto Rico. These are essential tools that help me serve my clients more fully and help them develop plans to achieve their financial objectives and individual wealth management needs.
With many years of experience in the financial industry, I'm committed to helping address the unique financial challenges and opportunities of professional women, healthcare professionals and Latinos transitioning to life in America. After extensive listening and getting to know and understand each client, I design personalized investment plans that help my clients make more confident financial decisions for today and for the future.
Education
First Vice President–Wealth Management
Financial Advisor
I began my career in one of the market's most prosperous years and over the past two decades I have helped clients manage their wealth through good times and bad. I joined UBS in 2007 after more than 15 years at Smith Barney and prior tenures at Citigroup. Many of my clients are Latinos who have successfully transitioned to life in the United States, as I have. With all of my clients I emphasize proper asset allocation, total portfolio management, and the importance of education funding and estate planning.
I am a FINRA-registered financial advisor and hold Series 7 and 66 licenses as well as life insurance and variable annuities licenses. Additionally, I hold an MBA in Marketing and Finance from the Inter American University of Puerto Rico. These are essential tools that help me serve my clients more fully and help them develop plans to achieve their financial objectives and individual wealth management needs.
With many years of experience in the financial industry, I'm committed to helping address the unique financial challenges and opportunities of professional women, healthcare professionals and Latinos transitioning to life in America. After extensive listening and getting to know and understand each client, I design personalized investment plans that help my clients make more confident financial decisions for today and for the future.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
